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6 Tips to Help You Stay in Touch with Contacts During Quarantine

April 9, 2020 By Kristy L. Gusick, Partner

6 Tips to Help You Stay in Touch with Contacts During Quarantine | PSM Marketing

During these challenging times many of us are literally wringing our hands wondering how we can maintain our professional relationships while being under a quarantine. And if you’re a person that provides a service, then you are used to being able to meet with your clients, prospects and referral sources in person at your office, a coffee shop or a restaurant. But as we all know those meetings are simply not possible right now due to the COVID-19 restrictions. Here are 6 tips to help you stay in touch with your contacts in a meaningful way during our ‘stay at home’ mandate. 

Filed Under: COVID-19 Marketing Toolkit, CPAs, Financial Services Marketing, Kristy L. Gusick, Marketing Coaching, Pillar I: Retain and Grow Relationships

Toxic Client Relationships: How + When to Disengage

February 27, 2020 By Kristy L. Gusick, Partner

Toxic Client Relationships: Learn How and When to Disengage

For further information on this topic, please join us on our up-coming webinar hosted by author Kristy Gusick called “Toxic Client Relationships: Learn how and When to Disengage” which is scheduled for Thursday, March 26th 11:30am – 12:15pm CDT. Kristy has been working within and for professional service firms since 1994 and has been a partner at the marketing firm, PSM Marketing since 2012. As a part of her work with many clients, she often helps them develop and implement strategies around identifying and removing toxic clients – then replacing them with new A-Level clients.

Filed Under: Contributors, Kristy L. Gusick, Marketing Coaching, Marketing Motivation, Pillar I: Retain and Grow Relationships, Strategy

Tips to Finding Ideal Clients for Your Accounting Practice

February 14, 2019 By Kristy L. Gusick, Partner

Tips to Help Accounting Firms and Financial Advisory Practices Determine Ideal Client Criteria

Life is not all about money – and honestly, neither is business. Respect, trust, honesty, loyalty, collaboration, communication. Those are all important components of a successful marriage – and for a successful business partnership. And when it comes right down to it, isn’t your relationship with your best clients similar to a professional marriage?   […]

Filed Under: Contributors, CPAs, Financial Services Marketing, Kristy L. Gusick

3 Surprising Ways Toxic Clients Can Sabotage Your Firm

January 18, 2019 By Kristy L. Gusick, Partner

3 Surprising Ways Toxic Clients Can Sabotage Your Firm | PSM Marketing

Not all clients are a pleasure to work with. Some are demanding and high maintenance. Others don’t respond to requests for information or pay invoices on time. These are what we call “toxic clients.” And they are likely doing more harm than good to you and your staff.

Filed Under: Contributors, Financial Services Marketing, Kristy L. Gusick, Law Firm Marketing, Marketing Coaching Tagged With: Toxic Clients

7 Clever Ways to Promote Your Blog Post

November 5, 2018 By Kristy L. Gusick, Partner

7 Clever Ways to Promote Your Blog Post

Maintaining a blog on your firm’s website is a great way to showcase your expertise. But if no one knows about your blog post, all of the blood, sweat, and tears you pour into it could be in vain. Don’t let this happen! By actively promoting your blog posts, you can increase the likelihood that […]

Filed Under: Contributors, Financial Services Marketing, Kristy L. Gusick, Law Firm Marketing, Marketing Coaching, Websites Tagged With: Blogging

Want to Blog but Don’t Know How? Use a Ghostwriter

October 22, 2018 By Kristy L. Gusick, Partner

Want to Blog but Don't Know How? Hint: Use a Ghostwriter

You know you need a blog on your website. You’ve heard all of the statistics on how it will drive traffic to your website and increase SEO and make you a thought leader, and, heck, you even have things you want to write about. But every time you open Microsoft Word to start typing away, […]

Filed Under: Contributors, Kristy L. Gusick, Marketing Coaching, Marketing Technology, Pillar III: Increase Name Recognition, Websites

8 Website Maintenance Tips for Professional Service Firms

September 24, 2018 By Kristy L. Gusick, Partner

website

If you’ve invested in a high-quality website built on an updated platform, give yourself a hearty pat on the back. But your website is much like a house or car: in order for it to retain its value and function, it needs regular maintenance. This means consistently putting in time and energy to keep it […]

Filed Under: Contributors, Financial Services Marketing, Kristy L. Gusick, Law Firm Marketing, Marketing Technology, Outsourced Marketing, Strategy, Websites

How to Use Your Website to Qualify Leads

September 17, 2018 By Kristy L. Gusick, Partner

How to Use Your Website to Qualify Leads

In today’s marketplace, the consumer is more in charge of the online search process than ever before. Because of this, a fabulous website is an absolute must. But when it comes to designing your website, it’s not all about looks. It’s also about whom it will attract.   Yes, your website should attract a lot […]

Filed Under: Contributors, CPAs, Financial Services Marketing, Kristy L. Gusick, Law Firm Marketing, Marketing Coaching, Outsourced Marketing, Websites Tagged With: website

How Narrowing Your Niche Focus Can Expand Your Bottom Line

August 28, 2018 By Kristy L. Gusick, Partner

Niche Marketing

In a culture that celebrates doing all the things, the idea of focusing on a niche might seem counterintuitive or even a little crazy. I mean, won’t limiting your client base squash your firm’s growth potential? The truth is, concentrating on a specific niche, or target market, may actually help you come out ahead. Here’s […]

Filed Under: Contributors, CPAs, Financial Services Marketing, Kristy L. Gusick, Law Firm Marketing, Marketing Coaching, Pillar II: Develop New Business, Pillar III: Increase Name Recognition, Small Businesses, Strategy Tagged With: Niche

Referral Source Development: How to Start Networking with Confidence

February 1, 2018 By Kristy L. Gusick, Partner

Coffee Shop Cafeteria Restaurant Service Concept

Networking is a necessary and essential part of building a strong referral network for any professional – but especially for attorneys, financial advisors, and accountants. Having a strong referral network is generally one of the top sources of new business for professionals. For this reason, we believe it is essential to understand the keys to […]

Filed Under: Financial Services Marketing, Kristy L. Gusick, Law Firm Marketing, Marketing Action Plan, Pillar I: Retain and Grow Relationships, The Four Pillars of Marketing™

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Contact Us

Google Rating
5.0
Based on 25 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]

Kristy Gusick:
Mobile: 651.592.4662
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 25 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
1124 Lafond Avenue
St. Paul, MN 55104

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