Marketing coaching is a personal one-on-one approach to coaching financial advisory professionals that PSM proudly offers to Financial Advisors. Busy as a busy financial advisor you may have a good idea of you need to do to market yourself to be successful, but life tends to get in the way and marketing moves down the “to do” list. We have had the pleasure of coaching countless financial advisory professionals and they all agree that using a PSM Marketing Coach gave them the motivation they were lacking and held them accountable and motivation to take their practices to the next level.
Like exercising, we know that we need a plan and discipline to succeed, however, without a personal trainer to design a plan and stay at our side to hold us accountable, we tend to skip workouts or not put enough effort into our training. Think of your personal marketing efforts in the same way you would approach exercising. We create a strategic marketing plan and are with you every step of the way providing guidance and advice to ensure that you meet your goals. A PSM Marketing Coach is your personal marketing coach and will work with you to ensure you are able to take your practice to the next level and beyond!
Kristy L. Gusick is Leading the Charge
PSM Partner, Kristy L. Gusick, has over 25 years of experience working in financial services marketing. Kristy knows the financial advisory industry inside out and will serve as your Marketing Coach to ensure that you meet and exceed your marketing and practice development goals. We know marketing can be intimidating and is often forgotten, which is why the experts at PSM are there to motivate and keep you accountable.
Looking for a Marketing Coach for Your Financial Advisory firm?
Contact the marketing team at PSM to learn how a Marketing Coach can help you.
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." ...
