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Abby Hoffman Wrote Steal This Book; Here Are 5 Ideas PSM Marketing Should Steal From Products Companies

February 2, 2018 By PSM Marketing

mountain lake winter landscape

A crucial but little-noticed article popped up briefly on my LinkedIn newsfeed recently. Were it not for the wind chill in Toronto that ranged from -20’C on a “mild” day to -30’ on others, I might have been out doing something more diverting and would have missed it entirely. The article lists 18 marketing trends […]

Filed Under: CPAs, Financial Services Marketing, Jim Bliwas, Law Firm Marketing, Marketing Action Plan

A Time For Reflection: Why What You Want Matters Most

December 18, 2017 By Terrie S. Wheeler, MBC

Reflection

As you look at the time between now and the end of the year, you have a unique opportunity, available to you only once per year. You can take the time during what remains of December to look back before you launch forward into 2018!

Filed Under: Contributors, CPAs, Financial Services Marketing, Law Firm Marketing, Marketing Coaching, Terrie S. Wheeler

Overcoming the Isolation of Being a Solo Practitioner

December 5, 2017 By Terrie S. Wheeler, MBC

Solo Practitioner

Do you ever feel a little isolated as a solo practitioner?  Like you’re hanging out, doing all the right things to market and grow your practice, yet the results just aren’t happening? If you’re in a small firm or a solo practitioner, isolation can be debilitating, particularly when you are trying to build a “firm” mentality […]

Filed Under: CPAs, Marketing Action Plan, Marketing Coaching, Terrie S. Wheeler, The Four Pillars of Marketing™ Tagged With: Solo Practitioner

Starting a Business in Minnesota: Tips and Tricks

October 26, 2017 By Michelle R. Wheeler

Business

Whether you are leaving a larger firm/company, or spreading your entrepreneurial wings for the first time, starting your own business can be as daunting as it is exciting. Many people make up their mind to start a new adventure, but quickly find

Filed Under: Contributors, CPAs, Marketing Coaching, Michelle R. Wheeler

6 Ways For Midsized Firms To Land Larger Clients

October 23, 2017 By PSM Marketing

summer-rocks-trees-river

This news ought to be deeply disturbing to managing partners and lawyers everywhere, regardless of the size of their firm: Attorneys in larger firms are losing their once-revered position as a business’ most-trusted advisor. Other professionals are edging them out, especially accountants and consultants. How did this happen? More precisely, why did lawyers let it […]

Filed Under: CPAs, Jim Bliwas, Law Firm Marketing, Marketing Action Plan, Pillar I: Retain and Grow Relationships, The Four Pillars of Marketing™

5 Steps to Executing Exceptional Client Service

October 12, 2017 By PSM Marketing

fall colors

This past summer, an elderly uncle passed away, leaving my sister and me with both the burden and honor of settling his affairs as co-executors.  Our already busy lives were rocked with this out-of-left-field assignment as we began making what felt like mile-long to-do lists of everything that needed to be done.  Planning a funeral, […]

Filed Under: CPAs, Financial Services Marketing, Heather Felt, Law Firm Marketing, Marketing Action Plan, Pillar IV: Effective Communications

Driving New Business Through Strategic Referrals: It’s A 2-Way Street

February 16, 2017 By Terrie S. Wheeler, MBC

Road

Are you happy with the flow of referrals into your practice? The financial success of a lawyer can be measured by the strength of his or her referral network. While lawyers know they should do more to build these lucrative relationships, few apply a strategic process to this goal. So, what can you do to […]

Filed Under: CPAs, Financial Services Marketing, Law Firm Marketing, Marketing Coaching, Pillar II: Develop New Business, Terrie S. Wheeler, The Four Pillars of Marketing™

1 Simple Way LinkedIn Can Help Your Firm Connect with New Clients

August 30, 2016 By PSM Marketing

networking connection social media

Like most professional firms, you have limited resources for marketing. Therefore, your marketing efforts need to be both effective and efficient. Here’s one idea. Let’s say your potential customer base is small and medium-sized businesses (SME’s). You can initially narrow the list of potential clients to certain industries within a short distance of your firm. […]

Filed Under: Bob Andersen, CPAs, Financial Services Marketing, Law Firm Marketing, Outsourced Marketing, Pillar I: Retain and Grow Relationships, Pillar II: Develop New Business, Small Businesses, The Four Pillars of Marketing™

You’re the CEO of Your Practice: Think Like an Entrepreneur

April 11, 2016 By Terrie S. Wheeler, MBC

CEO woman

By Terrie S. Wheeler View Terrie’s April 2016 webinar-on-demand, “You Are the CEO of Your Practice: Now Think Like an Entrepreneur,” here. Whether you are a lawyer in a large law firm or the managing partner of a smaller firm, one thing is clear: there are lessons to be learned from the greatest entrepreneurial gurus […]

Filed Under: CPAs, Law Firm Marketing, Marketing Action Plan, Marketing Coaching, Pillar II: Develop New Business, Terrie S. Wheeler, The Four Pillars of Marketing™

Going Solo: Part II

September 12, 2015 By Terrie S. Wheeler, MBC

Are You Ready to Leave Your Firm & Go Out on Your Own? By Terrie S. Wheeler Here are more key points to consider as you contemplate going out on your own: Create a business plan. Don’t jump into your new practice with a “Ready. Fire. Aim.” approach. Rather, spend time contemplating your business goals. […]

Filed Under: Branding, CPAs, Law Firm Marketing, Marketing Coaching, Pillar I: Retain and Grow Relationships, Pillar II: Develop New Business, Terrie S. Wheeler, The Four Pillars of Marketing™

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Google Rating
5.0
Based on 40 reviews
PSM Marketing
PSM Marketing
5.0
Beth LaBreche
Beth LaBreche
15:15 16 Oct 19
Professional services firms continue to grapple with how to effectively market themselves. Terrie and team are the answer - no need for expensive internal teams or junior-level people who don’t have experience when they can outsource their marketing and get personalized programs and coaching. The PSM model works.
Jennifer Frisbie
Jennifer Frisbie
20:52 15 Oct 19
I utilized PSM marketing for a website redo and student tracking system needed for a non-profit organization I work with. My experience with PSM Marketing was extremely positive. Our Project Manager, Michelle, worked with our board from start to finish and delivered a new website and student tracking system that works for our organization. This was accomplished at a reasonable cost, which is so important for a non-profit to consider. I have been equally impressed by the follow up support I have received. When I have a question or need support with our website or student tracking system, the PSM Marketing team is there to help. I highly recommend PSM Marketing!
Ben Majhor
Ben Majhor
17:22 18 Aug 19
Hiring PSM has been one of my best business decisions and I look forward to seeing where it takes my business!
Brad Michael Micklin
Brad Michael Micklin
14:07 08 Jun 17
I have been working with Terri and Professional Services Marketing for many years and every day they continue to amaze. Aside from their tremendous marketing and advertising skill and attention, the passion with which they execute plans and propose new ideas goes far beyond any other service company I have worked with during the 20 years I have been in practice. I have watched my office grow as a result of their marketing and advertising efforts and recommend them unequivocally to anyone who wants to improve their marketing efforts.
Ron Ousky
Ron Ousky
15:31 27 May 17
I have known Terrie Wheeler for nearly two decades and have worked with her many times. She provides a rare combination of inspiration, ideas and professional experience. Terrie also has an uncanny knack for finding outstanding professionals to work with. Every person who has helped me at PSM has done excellent work.
Jen Kelly
Jen Kelly
16:40 29 Apr 17
Ever since being introduced to Terrie & Kristy and their team at PSM Marketing, I have been so impressed and amazed at the level of service they provide to their clients. I've had the privilege of photographing many on their team and more importantly their clients. It is always apparent that the law firms that use the expertise of PSM clearly stand out from the crowd in their external facing presence!!!
don mcneil
don mcneil
21:41 18 Apr 17
What a terrific group! It took me some time before I was willing to accept that I needed their advice on marketing, but I am so glad that I did. Within 12 months, I saw a 50% increase in origination of new clients. I also improved the type of clients that were calling for legal services (that is, sophisticated users of legal services). I may have already had the legal skills, but PSM helped me build a successful practice. They are fantastic.
Beth Barbosa
Beth Barbosa
12:53 13 Apr 17
Terrie has helped me focus my marketing to take my business to the next level. She is both professional and knowledgeable. I feel so fortunate to work with her. Most importantly, she genuinely cares about her clients. Thank you, Terrie!
See all reviewsWrite a review
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Contact

Terrie Wheeler:
Direct: 320.358.1000
Email: [email protected]

Michelle Wheeler:
Mobile: 651.295.7333
Email: [email protected]

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Questions?

Do you have a specific marketing question you’d like answered? Feel free to drop us a line. We love engaging with individuals with an interest in growing their practice!

Google Rating
5.0
Based on 40 reviews
PSM Marketing
PSM Marketing
5.0
Beth LaBreche
Beth LaBreche
15:15 16 Oct 19
Professional services firms continue to grapple with how to effectively market themselves. Terrie and team are the answer - no need for expensive internal teams or junior-level people who don’t have experience when they can outsource their marketing and get personalized programs and coaching. The PSM model works.
Jennifer Frisbie
Jennifer Frisbie
20:52 15 Oct 19
I utilized PSM marketing for a website redo and student tracking system needed for a non-profit organization I work with. My experience with PSM Marketing was extremely positive. Our Project Manager, Michelle, worked with our board from start to finish and delivered a new website and student tracking system that works for our organization. This was accomplished at a reasonable cost, which is so important for a non-profit to consider. I have been equally impressed by the follow up support I have received. When I have a question or need support with our website or student tracking system, the PSM Marketing team is there to help. I highly recommend PSM Marketing!
Ben Majhor
Ben Majhor
17:22 18 Aug 19
Hiring PSM has been one of my best business decisions and I look forward to seeing where it takes my business!
Brad Michael Micklin
Brad Michael Micklin
14:07 08 Jun 17
I have been working with Terri and Professional Services Marketing for many years and every day they continue to amaze. Aside from their tremendous marketing and advertising skill and attention, the passion with which they execute plans and propose new ideas goes far beyond any other service company I have worked with during the 20 years I have been in practice. I have watched my office grow as a result of their marketing and advertising efforts and recommend them unequivocally to anyone who wants to improve their marketing efforts.
Ron Ousky
Ron Ousky
15:31 27 May 17
I have known Terrie Wheeler for nearly two decades and have worked with her many times. She provides a rare combination of inspiration, ideas and professional experience. Terrie also has an uncanny knack for finding outstanding professionals to work with. Every person who has helped me at PSM has done excellent work.
Jen Kelly
Jen Kelly
16:40 29 Apr 17
Ever since being introduced to Terrie & Kristy and their team at PSM Marketing, I have been so impressed and amazed at the level of service they provide to their clients. I've had the privilege of photographing many on their team and more importantly their clients. It is always apparent that the law firms that use the expertise of PSM clearly stand out from the crowd in their external facing presence!!!
don mcneil
don mcneil
21:41 18 Apr 17
What a terrific group! It took me some time before I was willing to accept that I needed their advice on marketing, but I am so glad that I did. Within 12 months, I saw a 50% increase in origination of new clients. I also improved the type of clients that were calling for legal services (that is, sophisticated users of legal services). I may have already had the legal skills, but PSM helped me build a successful practice. They are fantastic.
Beth Barbosa
Beth Barbosa
12:53 13 Apr 17
Terrie has helped me focus my marketing to take my business to the next level. She is both professional and knowledgeable. I feel so fortunate to work with her. Most importantly, she genuinely cares about her clients. Thank you, Terrie!
See all reviewsWrite a review
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Locations

Rush City Office
47684 Cedarcrest Trail
Rush City, MN 55069

St. Paul Office
1858 Goodrich Avenue
St. Paul, MN 55105

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