Financial Advisory Firm Marketing Services

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 on board, 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 a custom communications strategy, and 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’ve likely received NO training whatsoever 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.

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:

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