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Financial Services Marketing Services

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 financial marketing plans for financial advisors and planners 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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Professional Services Marketing

5.0

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

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

16:40 29 Apr 17

Ever since being introduced to Terrie & Kristy and their team at Professional Services 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

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

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!

Beth Wiberg Barbosa

02:15 12 Apr 17

Lauren Wheeler

21:45 03 Apr 17

Amy Gillespie

14:59 03 Apr 17

Don McNeil

14:50 03 Apr 17

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