CLIENT-PARTNER FEATURE
To Bonnie , connecting with people has greater value than just delivering a marketing message . Carson Wealth ’ s marketing initiatives are all directed at making clients and potential clients like Carson first and want to work with them second . Carson Wealth doesn ’ t want to be seen as just another financial advisor because they are so , so much more than that . They believe that money creates freedom to focus on what ’ s most important in life , now and in the future .
Bonnie also knew that a newsletter that was entirely finance focused with no other content would send her publication slipping into the standardized hole . To combat this , Bonnie resolved to include content from a variety of sources on a range of topics . She strove to make the newsletter about her clients and to deliver subject matter that interested them . Recognizing that marketing is more than simply uncovering your niche market , Bonnie is sure to include things like recipes and hobby-related articles to cater to the firm ’ s primarily retired audience . Of course , the newsletter also offers the team at Carson Wealth — who all firmly believe that money doesn ’ t need to be complicated — a vehicle for delivering educational pieces that speak to their beliefs . If you haven ’ t read one , we encourage you to check out the latest issue of Carson Wealth ’ s newsletter on their website .
BEHIND THE SCENES
If you ’ ve read an issue , you ’ ll know that Carson Wealth ’ s newsletter is anything but a standard newsletter . Our Tulip Media Group team loves how Carson executes on a series of intentions for each round of the newsletter . They are so well organized that Bonnie even gets everyone together at the beginning of each quarter to determine the intentions for the upcoming issue .
In the back end of every newsletter , Tulip Media Group Production Specialist Erika MacLeod puts together a layout to begin each process . We then have a 45-minute call with Carson to establish what kind of content will go where . Once the subject matter is established , we arrange for our ghostwriters to interview the various authors and to write articles on their behalf . This process is so effective that after Carson Wealth sent the first newsletter out , Bonnie got a call from several clients raving about the publication and how it made them feel .
THE WAY2WEALTH ® PROGRAM
While Bonnie spearheaded the company newsletter , her colleague Scott Ford pioneered a comprehensive wealth management program , The Way2Wealth ®. After seeing his parents forced to declare bankruptcy , it became Scott ’ s mission to help his clients pursue financial freedom , allowing them to focus on what is most important in their lives now and in the future . His personal and proactive approach to financial management is designed to bring clarity and simplicity to financial matters .
The Way2Wealth ® is based on a blending of ancient wisdom with modern-day technology . As a student of ancient wisdom and philosophy , Scott based his model on a book by Benjamin Franklin called The Way to Wealth and reframed the concept by using modern terminology .
Scott ’ s version of The Way2Wealth ® process comprises multiple elements to keep it simple as well as easy to understand and implement in your life .
Thanks to this innovative approach , Carson Wealth presently serves entrepreneurs , small business owners , executives , and families . They specialize in comprehensive wealth management through implementation of The Way2Wealth ® system . With this successful process in place and functioning so well , Scott has recently launched a podcast to increase the system ’ s and company ’ s reach .
REACH OUT TO CARSON TODAY
Whether you ’ re investing hundreds or millions , at Carson Wealth , they ’ re about much more than results . They want to help you understand where those results came from and why they chose the strategy they did .
If you ’ re tired of ambiguity in investing and want to know exactly what ’ s happening with your money , schedule an appointment with the Carson Wealth team today at CarsonWealth . com .
Carson Wealth ’ s Way2Wealth ® podcast features some amazing guests who offer specialized insight while untangling the complex issues of financial management in simple , layman ’ s terms . Episodes included topics such as estate planning , legacy planning , tax planning , asset protection , and the way we approach money and life . Available everywhere podcasts are streamed .
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