Services for Financial Professionals
We help financial services firms create strategic marketing plans aimed squarely at fostering long-term, sustainable growth and prosperous businesses. You might consider Professional Services Marketing as a supportive partner both passionate and extremely knowledgeable on creating and implementing a big-picture financial services marketing plans uniquely based on your strengths, resources, time and energy, and goals.
Professional Services Marketing brings over 20 years of proven results to your doorstep. Our plans for financial advisors are innovative and inspiring, practical and do-able. Our clients are motivated and energized to fully participate in the plans we create sourced from their strengths, drawing on ours to fill in the gaps.
PSM partner, Kristy L. Gusick, has been working with financial advisors and advisory firms for over 15 years. Because Kristy owned and sold her own financial advisory firm, she possesses first hand experience on what it takes to succeed in financial services marketing. The marketing coaching we provide to financial advisors and advisory firms is delivered on various levels:
- Firm-Wide – consulting on those marketing activities that will benefit the entire firm
- Regional Office – leveraging opportunities because of a firm’s geographic location
- Industry – pulling various practices together to pursue specific, targeted industries
- Practice Group – working with groups of advisors with common audiences for marketing in order to develop strategies to win new business
- Individual Advisor Coaching – walking individual advisors through the process of developing and implementing a personal marketing plan
- Group Marketing Coaching – assisting groups of advisors with common goals to generate new business
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Looking for a way to connect with other financial industry professionals working on marketing plans? We’ve developed a place for you to share best practices, learn tips, and share ideas. Join >
The Anatomy of an Outsourced Marketing Engagement
So hopefully, Part I of this series has convinced you that by outsourcing your marketing department you will be in a better position to do what you enjoy: serving clients and attracting new business into your practice. Because outsourcing the marketing department in a professional services firm is...
Am I a Good Candidate for Marketing Coaching?
In my previous blog, What is a Marketing Coach and Why Do I Need One?, I discussed how a marketing coach can benefit you and what traits you need to look for. But before you hire a marketing coach to help you grow your practice, please make sure you’re ready to make the commitment of time and ...
Auditing Your Current Brand: Three Important Questions To Ask
Have you been asking yourself, “How can I tell if my current brand needs to be updated?” Or maybe, “Where do I start if I think my brand needs to be updated?” Thankfully, auditing your brand while it requires work, is fairly straight forward and DEFINITELY worth the time and effort. Strong b...
What is a Marketing Coach and Why Do I Need One?
For the past 20 years I have served as a marketing coach to hundreds of individual professionals. My clients tell me that having a marketing coach feels like they have their own personal marketing director focused solely and exclusively on their success. All that matters is you and your succ...
Why Google Reviews Matter and How to Ask your Clients For One
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Beat the Blogging Blues: How to Create a Post in 30 Minutes!
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