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
Join our LinkedIn Group
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 >
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