Outsourced Marketing for Financial Advisory Firms

Take Control of Your Financial Advisory Firm’s Future

For over 20 years, PSM Marketing (PSM) has provided outsourced marketing services to scores of financial advisory firms in Minnesota and throughout the country. The decision to hire PSM as your firm’s outsourced marketing department enables you to focus on serving your clients while still keeping business growth and new client development a priority. With PSM, you have the benefit of a fully staffed, highly experienced marketing department, while paying a fraction of the cost of hiring an in-house marketing department. We are a 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.

Leading the Charge

PSM partner, Kristy L. Gusick, has been working within and for financial advisory firms since 1994. The length and depth of her experience within the financial services industry has shown her first-hand what it takes for an advisory practice to attain and retain clients within a very competitive marketplace. She also has a deep knowledge on what it takes to successfully implement marketing initiatives while adhering to complex compliance department requirements. Kristy and her team of PSM marketing professionals have everything it takes to ensure your firm’s marketing efforts succeed.

Ongoing Marketing Solutions for Financial Advisory Firms

Custom Marketing Plan

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 trademarked Four Pillars of Marketing™. Our plans are clear, concise and include detailed road maps designed to provide focus and accountability during implementation.

Our expert team creates a custom marketing plan for your firm that includes:

• 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

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. See below for more information. View a list of possible on-going marketing initiatives >

Looking for Outsourced Marketing for Your Financial Advisory or CPA firm?

Don’t let marketing be a headache – contact the marketing experts at PSM today!