Kristy L. Gusick

• Bachelor of Science Degree, Human Development, Career Development emphasis, Colorado State University

Having started her own financial services business, Kristy knows what it takes on all fronts to succeed. She also helped build two other successful practices and can easily understand the business owner’s perspective. She has recruited new talent, hosted numerous successful seminars, brought in millions of assets under management and supported other advisors in doing the same. Bottom line – she knows what it takes to be successful in the business world and understands the essential role sales and marketing play in achieving that success. Professional Services Marketing, LLC’s proven marketing and coaching process coupled with Kristy’s experience is the closest thing to guaranteed success you can find in the sales and marketing coaching world.

With her years of experience in marketing, business development and sales within the professional services industry, Kristy has a developed a vast and powerful professional network that she often leverages to benefit her clients and their business development efforts. With Kristy, it isn’t only what she knows, but who she knows that graces anyone fortunate enough to travel in her circle of influence.

Kristy is zealous about meeting new people, nurturing relationships, making connections and creating results. Her personality strengths in these areas empower her work and fuel her desire to help others succeed in business and in life. A competitor in and outside of the office, Kristy takes the same approach to her foxhunting escapades and show-jumping competitions as she does to her client’s growth goals – using tenacity, enthusiasm, discipline and confidence to succeed.

• Currently serve as a strategic marketing and sales coach to financial advisors and other financial services professionals successfully helping them drive new revenue into their practices
• Founded a successful private investment firm that focused on serving retirees; grew the  firm and successfully sold the practice for a profit
• Closed business resulting in multi-millions of dollars in assets under management and coached financial advisors on how to replicate Kristy’s process
• Recruited, trained and educated scores of independent investment advisors for a regional investment brokerage firm
• Directed all new business development efforts for an investment firm specializing in private placements such as Tenants in Common 1031 Exchanges, land banking, oil and natural gas energy, and equipment leasing programs
• Held Series 7, Series 63, and Series 22 securities licenses for over 13 years

Kristy has conducted hundreds of client education seminars on financial planning and wealth conservation strategies.  Kristy has also presented to many financial services groups locally and nationally on topics including:

• Using Social Media to Develop your Financial Services Practice
• Compliance Requirements for Financial Advisors using Social Media
• How Financial Advisors can use Social Media to Generate New Business
• Best Practices for Financial Advisors to Develop a Solid LinkedIn Profile
• How to use LinkedIn to Become a Thought Leader

• Member and Chair, PR Committee, Minnesota Financial Planning Association, 2013 – present.