Financial Advisory Marketing Services
For over 20 years, Professional Services Marketing (PSM) has provided outsourced marketing services to scores of firms in the financial services industries in Minnesota and beyond. The decision to hire PSM as your firm’s outsourced marketing department enables you to focus on what you do best while still keeping business growth and new client development a priority. With PSM, you also have the benefit of a fully staffed, highly experienced marketing department, while paying a small percentage of the cost to hire an in-house marketing department. When you are clear on what you do, who you do it for, where you’re heading, and how to get there, you get results. We’re here to get you there.
We are big-picture, clear thinking, practical marketing agency that will partner with you to create and implement a comprehensive marketing strategy sourced from your strengths, aligned with your time, ability, and resources, and aimed directly at your prosperous, sustainable future. Using a clearly defined road map, we precisely target and help you integrate value-rich, customized marketing tactics that enable you to achieve consistent and sustainable business growth results.
PSM Supports Financial Professionals with Marketing
PSM works with:
- Certified Financial Planners
- Financial Advisors
- Financial Planners
Financial Advisory Firm Marketing Solutions
Whether you’re a new firm looking for a comprehensive way to get your name into the marketplace, or an established practice with an older website in need of a refresh, PSM has a solution for you. We’ll get to know you and what you do in order to develop a unique, polished, consistent way for potential clients to interact with your firm. We know that not every firm has the budget for full-time marketing staff; let us be your one-stop-shop for everything from establishing a brand strategy to building and promoting your professional website. With our tools and expertise, your firm can gain access to strategic marketing plans that include compelling content that will demonstrate the experience you bring to your clients and differentiate you from your competition.
Why is Marketing Important for Financial Advisory Firms?
Chances are, you have not been taught how to market your financial advisory firm. Unless you have an undergrad degree in marketing, you likely struggle on how to successfully market your firm. Successful financial professionals understand that investing in your marketing efforts will lead to a steady increase in revenue for years to come. Following the Four Pillars of Marketing™, we help our clients develop a tailored marketing plan to help your firm prosper.
When you need the best financial advisory marketing solution for your firm, call Kristy.
PSM partner, Kristy L. Gusick, has been working within and for financial firms since 1994. The length and depth of her experience within the financial service industry has shown her first-hand what it takes for an advisory practice to attain and retain clients within a very competitive marketplace. PSM is truly your one-stop-shop for everything from establishing a brand strategy to building and promoting your professional website. Kristy’s financial industry expertise also gives her a deep knowledge on what it takes to successfully implement marketing initiatives while adhering to complex compliance department requirements.
Get Your Free Website Audit
Ready to Jump Start your Financial Advisory Firm’s Marketing?
Consider a PSM Financial Advisory Marketing Package. We developed packages specifically for financial firms looking for marketing assistance with everything from name creation to website development. Our experience serving financial services firms led us to create a turn-key way to cost effectively implement marketing best practices within an action-oriented time frame! Our packages include:
- Competitor Research
- Etymological Research
- Creating 3-5 New Firm Name Options
- Optional Tagline Development
- Check for Trademark/Licensing Issues
- Assist with State Licensing
- Research New Domain Names
A brilliant firm name is the basic core differentiator of your brand. It helps build awareness and convey meaning. For that reason, it’s extremely important to put a lot of time, thought, and research into selecting a new name. Using a name that’s already trademarked means extra expenses for rebranding, ranging from development and research costs to expenses for new websites and business cards. Using a name that’s overly descriptive, or contains too many common words, makes it difficult to remember or to search for. We have a proven process for helping financial advisory firms choose a new name.
- Unique Brand Message
- Creation List of Key Differentiators
- Elevator Speech
- Messages for Referrals/Introductions
- Practice Scripts
A unique firm message will help your firm stand out. Every interaction your team has with a client, prospect, or referral source is an opportunity to solidify your firm’s brand. Because of this, it’s especially crucial to ensure your message is strong and differentiated. It’s also imperative that your team is on the same page regarding your firm’s unique brand message. Let our team help you define and communicate your firm’s brand message.
- New or Refreshed Logo
- Updated Color Palette
- Brand Image Style Guide
- Business Cards and Letterhead
- Email Signature
- MS Word and PowerPoint Templates
A solid brand image can build your firm’s reputation, make you stand out from your competition, and project your values to attract your ideal client. To help you create or refresh your firm’s brand image, we look at your firm’s current graphic personality and work with you to create a new, fresh brand identity that provides a visual reflection of the value your firm provides its clients. This branding initiative includes the development of a new or refreshed logo and color palette.
- Online Brand Strategy
- Content Development
- Customized Team Bios
- Photography and Graphic Design Direction
- Search Engine Optimization Plan
- Site Archiving Solutions
- SSL Certification
- Site Hosting
One of the most important decisions you must make when it comes to your firm’s marketing is how you want to present your brand online through your website. You will need to decide whether or not you are going to use a templated website or create a customized site. If using a templated site, you are able to choose from pre-existing website templates which can be adjusted to suite your needs. If you choose to go with a totally customized option, your new website will be responsive on all devices and have a crisp, modern aesthetic that’s unique to your firm and brand. Your customized website won’t feel like a cookie-cutter template, rather, it will convey the true essence of your firm while also communicating pertinent information to your visitors. The type of website you choose will depend on the amount of differentiation you are looking for as well as how many internal hours your team can devote to website updates and management. Whichever type of website you decide on, PSM can provide strategic direction and implementation with the creation of your new website by pulling in our robust team of project managers, content writers, graphic designers, and website developers to ensure you get the best website possible.
- Create a Tailored Promotional Strategy to Launch your New Brand or Website
- Draft and Distribute Press Release
- Schedule Social Media Blasts
- Draft E-communication Content
Big changes warrant timely and impressive announcements. After your new brand and/or website are live, it’s important to share the news! The marketing experts at PSM will create a robust promotional strategy to share your firm’s evolution with the world.
- Create LinkedIn and FB Business Profile
- Import and Organize Email Contacts
- Create Branded Email System
- Design E-Newsletter Template
A firm’s voice is almost as important as its visual identity. With your new branding in place, PSM will help strengthen your e-communications. As you are launching your new firm, your clients and referral sources need to hear from you now more than ever across all of your communication channels. Let us assist you in setting a secure foundation for the successful communication of your firm’s value.
- 6-Page Marketing Book
- Custom Folder
- Thank You Cards
- Marketing Referral/COI Sheet
- #10 Envelopes
- Large Labels
Now that you have a new brand identity and website, we need to make sure your print materials are up-to-date. Your materials need to be as unique as your firm. We will work with your firm to design everything you need; from a customized pitch book to a branded marketing PDF referral piece. Everything we create is designed from scratch – not through commonplace templates.
Take Control of Your Firm’s Future
Consider an Ongoing Marketing Solution for Financial Professionals
Custom Marketing Plan
- Develop criteria for A-level clients
- Identify your unique selling points
- Determine your target audiences
- Outline your marketing strategy
- Set your goals for the year
- Take step-by-step action
We will develop a unique and customized marketing plan designed to expand relationships with current clients, drive new revenue into the firm, increase the firm’s name recognition, and effectively communicate with contacts. Our strategic marketing plan process includes focusing on your business growth objectives, target audiences, key messages, revenue summary and goals, AND developing a tactical implementation calendar utilizing our trade-marked Four Pillars of Marketing™. Our plans are clear, concise and include detailed roadmaps designed to provide focus and accountability during implementation.
Monthly Marketing Implementation
We utilize the PSM “Dream Team” of marketing experts to create your outsourced marketing department. Whether the plan calls for graphic design, copywriting, website design, social media, public relations, branding, advertising, surveys, referral source development, or anything else, we lead the charge so you can focus on delivering services to your clients. We plan and facilitate monthly marketing meetings at your firm and develop, agendas, meeting summaries, and an implementation calendar.
Your outsourced marketing department will include a marketing director and a host of hand-picked marketing specialists from the stellar PSM Team. We organize our implementation strategies around The Four Pillars of Marketing™ and will likely pursue strategies in each of the following areas: Retaining and Growing Existing Relationships, Attracting New Clients, Increasing Name Recognition and Awareness, and Creating Targeted and Effective Communications.
Our Marketing Services
PSM partner, Kristy L. Gusick, has been working with financial advisors and advisory firms for over 20 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. PSM’s financial advisory marketing services are 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 financial professionals with common audiences for marketing in order to develop strategies to win new business
- Individual Financial Professional Coaching – walking individual financial professionals through the process of developing and implementing a personal marketing plan
- Group Marketing Coaching – assisting groups of financial professionals with common goals to generate new business
6 Ways to Manage Email During The Busy Time of Year
During the busy time of year - or tax season - many firms find themselves buried under mountains of email. And once email hits a critical mass, it can be nearly impossible to get organized again. When...
6 Tips for Effective Email Newsletter Marketing
Whether you are a solo practitioner or a large-sized firm, an email newsletter is a building block of a solid digital marketing strategy. In the past five years, the number of email marketing tools an...
3 Reasons to Care About Video in Digital Marketing
You’ve likely heard the news, read an article or have even seen PSM talk about it on our blog: Video is king for digital marketing! But as a firm, hearing “you must use video” can be...
Top Social Media Trends to Watch in 2019
The social media world saw many changes in 2018. From data breaches to algorithm changes, social media struggled with growing pains. Now that 2018 has ended and 2019 is in full force, there’s on...
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 &ndas...
3 Surprising Ways Toxic Clients Can Sabotage Your Firm
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." ...
