The Client Experience
Many small-to-midsized firms in the services sector – law, financial, and other service businesses – need access to a full-force marketing and client service staff but don’t need a full-time department to handle the work. Many professionals and executives wish they had access to a “coach” who will help them create, manage and work their own business development effort.
This is what we do. At PSM Marketing, we provide outsourced marketing and communications services for entire organizations or specific areas, as well as business development coaching for individual professionals, managers, and executives. We’re not like consultants who claim to be “all things to all organizations.” We’ve been producing results for our clients for more than 20 years.
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Past Clients
Click on any of the three tabs below to learn how we’ve helped law firms and lawyers, financial services businesses and their practitioners, and the full specter of organizations from consultants to high-tech and health care to the government.
If we sound like what you’re looking for, call or email Terrie Wheeler. Speaking with her for a few minutes will give you a better idea of how she or one of our more than 20 marketing professionals might be able to help you.
Law Firms & Practice Groups
Anthony, Ostlund, Baer & Louwagie
Serve as the outsourced marketing function for this 20-attorney business litigation firm in Minneapolis. Comprehensive services delivered on firm-wide, practice area, and individual attorney levels.
Aronson & Associates, P.A.
Marketing consulting and coaching for this immigration boutique law firm.
Bernick & Lifson, P.A.
Marketing consulting and outsourced marketing; development of various branding and advertising initiatives.
Bremer Law, P.C.
Helped launch this new telecommunications law firm.
Damasco & Associates
Provided website development and outsourced marketing services to this California and Idaho-based CPA/law firm with expertise serving the SEC and other governmental agencies, as well as providing services to businesses and individuals.
Dykema Gossett
Provided marketing coaching and public relations services to this 200+ attorney law firm; assisted the Minneapolis office as it was opened resulting in the office ending its first year as the most profitable office firm-wide.
Felhaber Larson Fenlon & Vogt, P.A.
Provided outsourced marketing services, individual marketing coaching and proposal development.
Foley & Mansfield
Provided outsourced marketing services to this national law firm for two years.
Gray, Plant, Mooty, Mooty & Bennett
Conducted market research and presented to the firm.
The General Counsel, LTD
Worked for ten years with this unique firm as its outsourced marketing function; coached individual attorneys.
Hansen, Dordell, Bradt, Odlaug & Bradt, P.L.L.P.
Provided website development and outsourced marketing services to this Shoreview Minnesota-based law firm focused on delivering a broad range of services to individuals, businesses, and insurance companies.
Hale, Skemp, Hanson, Skemp & Sleik
Provided outsourced marketing to this LaCrosse, WI, law firm for over two years; coached individual lawyers within the firm.
Gislason & Hunter, LLP
Served as the firm’s outsourced marketing function for two years.
Henson & Efron, P.A.
Delivered outsourced marketing services to this firm for over ten years; individually coached many lawyers including the firm’s managing partner; conducted associate training and practice group marketing initiatives.
Huemoeller, Bates, & Gontarek, PLC
Provided general marketing consulting to the firm, and individual coaching with select lawyers.
Kallemeyn & Kallemeyn
Served as the firm’s outsourced marketing function; coached two founders in building their family law and estate planning practices.
Kathleen M. Newman + Associates
Provide comprehensive outsourced marketing services for this family law boutique; coach individual lawyers.
Krass Monroe
Conducted associate training and marketing coaching services for individual lawyers.
Larkin Hoffman Daly & Lindgren
Served as the firm’s Director of Marketing for four years.
M. Sue Wilson Law Offices, P.A.
Provided outsourced marketing and individual coaching services.
Mackall Crounse & Moore, PLC
Provided outsourced marketing and coached a number of individual lawyers.
Maslon LLP
Served as the firm’s Director of Marketing for four years.
Maxey Law Offices
Provided marketing consulting and communications services to this Florida-based IP Boutique.
McNees Wallace & Nurick, LLC
Provided marketing training and coaching services.
Meagher & Geer, P.L.L.P.
Provided marketing support to the Catastrophic Loss Practice Group and coached individual lawyers within the group.
Melchert Hubert & Sjodin, LLP
Provided outsourced marketing services to this Waconia-based law firm for three years.
Merchant & Gould
Conducted associate marketing training for new associates for three years.
Messerli & Kramer
Served as the firm’s outsourced marketing function for two years; conducted training, coached 15 lawyers, conducted practice group marketing with various groups.
Meynardie & Nanney, PLLC
Provided website development and outsourced marketing services to this Raleigh, NC-based law firm focused on construction litigation and mediation; provided marketing coaching to the two founding partners.
Micklin Law Group, LLC
Provide outsourced marketing support to this New Jersey-based family law firm including marketing coaching with the managing partner, process development, branding, and website development.
Olson Law, LLC
Provide outsourced marketing and personal coaching of the managing partner for this Buffalo-based criminal defense firm including the development of a new website.
Morrison Fenske & Sund
Provided marketing coaching for two lawyers.
Ousky Law Office
Assisted in the development of a consortium of service providers to family law clients; ran board meetings; known today as the Collaborative Alliance, Inc. Created new website and branding in 2015.
Parsinen Kaplan Rosberg & Gotlieb, P.A.
Provided marketing consulting services including public relations and attorney marketing training; coached various lawyers.
Rider Bennett
Served for three years as the firm’s outsourced marketing function; coached various practice groups and 10 individual lawyers.
Popham, Haik, Schnobrich & Kaufman, Ltd.
Served as the Director of Marketing for four years.
Schaefer Halleen, LLC
Provide outsourced marketing department services to this plaintiff’s employment law firm including firm-wide strategic planning, individual marketing coaching and training, and full implementation support.
Walling Berg & Debele
Provided associate training for two years using PSM’s web-based marketing tool for lawyers.
ValueSolve ADR, Patrick Burns
General marketing and promotion of this boutique ADR practice.
Financial Services Firms
401k Latte
Provide strategic marketing coaching and ongoing implementation support for this financial advisory firm with a focus on retirement planning.
Advanced Capital Group
Provided marketing consulting services to the president of Advanced Capital Group at its inception. Today the company is thriving in the financial services arena.
The Blue Oak Group
Started the successful Midwest branch from scratch of this Charleston South Carolina-based investment advisory firm specializing in private placements, hard assets, and other alternative investment strategies for its accredited investor, high net worth clientele.
Caissa Wealth Strategies
Provide general strategic marketing consulting services and personal marketing coaching services to Kelly S. Olson Pedersen, CFP™ (Certified Financial Planner) and CDFA (Certified Divorce Financial Analyst) of Caissa Wealth Strategies.
Castle Rock Financial Planning
Provide general strategic marketing consulting services and personal marketing coaching services.
Cornerstone Private Asset Trust Company
For three years, have provided marketing consulting and coaching services to Chad Halbur, President of this South Dakota-based trust and retirement services company with offices in Minneapolis.
DunnCreek Financial
Provide general strategic marketing consulting services and personal marketing coaching services to Richard Dunn, AIF, AAMS, and Senior Financial Planner.
Eric Kallal, Financial Advisor
Worked with principal of a national financial services firm to develop a strategic marketing plan for the expansion of the Midwest region. Assisted client through ongoing marketing coaching meetings throughout the year.
Fair Trust Financial
Assisted the business owner on the development and implementation of a personal strategic marketing plan. Work with client through ongoing coaching and implementation.
Financial Concepts, Inc.
Provided all marketing training and integration of new advisors/reps including subscriptions to www.MarketYourAdvisoryPractice.com.
Financial Designs, Inc. (FDI)
For six years, provided outsourced marketing services and marketing coaching to Laurie Laner, founder of FDI.
Fine Tooth Consulting
Provide strategic marketing consulting and coaching services to Aaron Hasler, founder and president of this unique financial services recruiting firm.
Freedom Financial Partners
Provide strategic marketing consulting and coaching services to Freedom Financial Partners.
GEN Financial Management, Inc.
Provided outsourced marketing and coaching for two years to the firm’s president, Eric Moleski, CFP, AIF.
Gusick and Isley, LLC
Started this investment advisory firm from scratch and successfully became an RIA and sold it for a profit seven years later. The firm focused on serving the needs of retirees and their specific investment needs to ensure a secure retirement; Managed and ran all aspects of the investment advisory firm from marketing and business and development, to sales, operations and advising.
J.A.K. CPAs
Conducted a complete branding overhaul for the firm including a logo redesign, firm identity kit, creation of marketing materials, and content development.
Integrity Wealth
Provide general strategic marketing consulting services and personal marketing coaching services to Jeff Coplan, AAMS®, CFP® of Integrity Wealth.
Kristi L. Andersen Financial Partners
Provided access to www.MarketYourAdvisoryPractice.com and one-on-one marketing coaching services.
Marin Financial Advisors, LLC
Assisted a 4-advisor ensemble practice located in San Francisco, CA, on the development and implementation of a marketing plan; provided individual coaching to advisors.
MRK Financial Solutions, Inc.
Worked with Mike Kobs to organize database and create processes and systems for his financial advisory firm.
Northwestern Mutual Life Insurance Company
Worked with Wealth Management Advisor, Mark VanWagonen, to coach him on launching his financial advisory practice from scratch.
Nutter Financial Group
Provided one-on-one coaching services to advisor Derek Nutter and provided www.MarketYourAdvisoryPractice.com.
Offerman & Company
Worked with Jon Buss to help him grow his book of business and assisted him on managing the region including 40 financial advisors.
Paradigm
Provided outsourced marketing services to this Maple Grove, MN-based financial advisory firm representing physicians, retirees, business owners and families.
Peterson Whitaker & Bjork
Individual coaching with a partner and a director.
PlanViser Financial
Provided one-on-one marketing coaching to David; worked with him on www.MarketYourAdvisoryPractice.com.
RBC Dain
Worked with John B. Lammers in Stillwater, MN as a marketing coach to help him acquire new clients and grow his book of business.
SilverOak Wealth Management, LLC
Work with individual partner on the development and implementation of his strategic marketing plan; intensive personal coaching.
Solidity Financial
Provide general strategic marketing consulting services and personal marketing coaching services to Solidity Financial.
SRE Investments
Worked with Scott Ellingson and his team to create collateral marketing materials for the practice.
Stehelin Financial
Provided marketing consulting and coaching services to this Canadian-based financial advisory firm and its president, Paul Stehelin.
Sterling Financial Resources
Provided marketing consulting and coaching services to Steve Finkelstein, CFP, President and Financial Advisor. Helped the firm launch its practice with the American Medical Association, becoming a preferred vendor to physicians.
Stiles Financial Services, Inc.
Provided outsourced marketing and coaching services for the firm’s president, Susan Stiles, CFP, ChFC, AIF, MBA.
Strommen Financial
Provided marketing consulting and coaching services to this entrepreneurial financial services provider.
Total Financial Group, Inc.
Worked with two partners in the practice to grow their financial advisory and employee benefits practice. Partners ended up leaving practice for new ventures.
Tufford Hughes & Associates
Worked with Christie Hughes on the integration of www.MarketYourAdvisoryPractice.com into her group; provided one-on-one consulting and coaching services.
Zero Alpha Group (ZAG)
Worked with consortium of financial services firms on a comprehensive social media strategy to assess each firm’s current social media practices, develop a social media policy, recommend archiving resources, and conduct training for all advisors.
Other Service Businesses
All Creatures Veterinary Clinic
Veterinary Physician
SABIS Educational Systems Charter School
Education
Pipefitters 455 Union
Trade Union
Honeywell, Inc.
Corporate Merger and Acquisition Communications
KDI
Precision Manufacturing
Dr. Kenneth Ammons
Podiatric Surgery
Kokua Technologies
Information Technology
Interlachen Travel
Travel Agency
Mind, Body and Spirit
Healthcare Consulting and Services
IDT911 Consulting
Data Breach and Security Consultants
Gannet Peak Partners
Real Estate
United States Compliance Corporation
OSHA & EPA Compliance
Cedar Creek Energy
Solar Energy
Harbinger Partners
Technology
The Washington Firm
Human Resources Consulting
Long Lake Family Dentistry
Dental Practice
Timber Trails Public Transit
Government
SCIMED Boston Scientific
Corporate
