Terrie: Founder & President
“It invigorates me to see quantifiable results from our work with clients. It is so rewarding to help clients meet – and in many cases exceed – their revenue goals. At PSM we have a philosophy we stick to: strategy before tactics. It works every time!”
TERRIE S. WHEELER
Founder and President
Terrie@PSM-Marketing.com
651-295-5544
In 1997, Terrie leveraged her 12 year career as an in-house law firm marketing director, and founded Professional Marketing Services, LLC (PSM). The focus of PSM is to deliver outsourced marketing department and individual marketing coaching services to clients in the legal and financial services industries. Prior to founding PSM, Terrie served as the marketing director at three large Minnesota law firms. During this time she and her marketing team led all marketing and business development efforts at the firm-wide, practice group, industry group and individual attorney levels by creating and implementing highly-targeted and results-oriented marketing strategies.
When not busy coaching her clients, Terrie enjoys spending time with her husband, Jim, on their 40 acres of land in Rush City, MN, snow shoeing and communing with nature by the fire pit. As empty-nesters, the Wheelers have a menagerie of animals they call family including three Chihuahuas, one German shepherd, and two cats. Terrie also enjoys downhill skiing, and in college was quite accomplished at ballet skiing (a form of freestyle skiing like ice skating on skis). Terrie also loves visiting Caribbean beaches in the winter and bonding with fish through her snorkel and goggles.
- Master of Arts Degree, summa cum laude, Business Communications, Graduate School of Business, University of St. Thomas, St. Paul, Minnesota
- Master of Arts Certificate in Public Relations, University of St. Thomas, St. Paul, Minnesota
- Bachelor of Arts Degree, magna cum laude, Organizational Management and Communications, Concordia University in St. Paul, Minnesota
Terrie’s recent articles include:
- The 4 Pillars of Marketing: Use Them to Grow Your Practice, Attorney at Law Magazine, May 2017
- How to Create Your 2017 Marketing Plan—Pillar II: Sales Strategies for Lawyers (I Didn’t Go to Law School to Be a Salesperson), American Bar Association, GPSolo eReport, April 2017
- If Revenue is Down, Don’t Panic: Tips to Get you Back on Track, Attorney at Law Magazine, April 2017
- Want to Impress? Dress Like a Successful Lawyer! Attorney at Law Magazine, March 2017
- Terrie was quoted in a business article entitled, A Lawyer for $17.17: Local Firm Finds Ways to Complete with Online Law Biz, Twin Cities Business Magazine, Reported by Liz Fedor, March 1, 2017
- How to Create your 2017 Marketing Plan – Pillar I: Retain and Grow Relationships with Clients and Referral Sources, American Bar Association, GPSolo eReport, February 2017
- Driving New Business Through Strategic Referrals: It’s a Two-Way Street, Attorney at Law Magazine (February 2017)
- New Year, New Website! Is Your Website Delivering New Clients to You?, Attorney at Law Magazine (January 2017)
- How to Create your 2017 Marketing Plan: An Eight Step Approach to Your Success, American Bar Association, GPSolo eReport (December 2016)
- PSM also created a unique website for readers of the GP Solo eReport. The website provides tools, tip sheets, and free webinars related to the article.
- An Eight-Step Process to Develop Your Marketing Plan in 2017, Attorney at Law Magazine (December 2016)
See Legal Industry Articles for all of Terrie’s articles.
Terrie is actively involved in helping educate lawyers on the ethics of marketing a law practice. Her involvement includes:
- MN Supreme Court Appointee, Vice Chair, Executive Committee, Lawyers Board of Professional Responsibility, May 2016 – present
- Chair, District Ethics Committee (DEC) Committee, Lawyers Board of Professional Responsibility, January 2016 – present
- Minnesota Supreme Court-Appointed Member, Search Committee for the Director, Office of Lawyers Professional Responsibility, 2015 – 2016
- Executive Committee, Board of Directors, Lawyers Board of Professional Responsibility, 2011 – present
- Investigator and Screening Committee Member, Hennepin County Bar Association Fourth District Ethics Committee, served for four years
- Past Chair, Minnesota State Bar Association’s Marketing and Client Service Section, served for two years
Vice Chair, Executive Committee, Lawyers Board of Professional Responsibility, 2011 – present
- Providing leadership to the oversight and administration of the Minnesota rules of Professional Conduct, and upholding the lawyer disciplinary system in Minnesota.
Member, Minnesota State Bar Association, 2016 – present
- Terrie has been a long-time volunteer for the MSBA and has delivered numerous CLEs, provided individual coaching to scores of lawyers on video day, and participated as a speaker in the MSBA’s Marketing Cohort Program. Many years ago, Terrie served as Chair of the Marketing and Client Service Section. Today, Terrie is a member of the Solo and Small Firm Section, and engages regularly with lawyers in the SmallSolo online community. Terrie is also a member of the Law Practice Management Section.
Member, Schaefer Halleen Advisory Coucil, Schaefer Halleen, LLC, 2013 – present
- Providing business strategy and marketing insight to the President and COO of Schaefer Halleen, LLC, a firm is devoted to providing the highest quality legal representation for individuals and groups affected by illegal conduct in the workplace.
Being able to help prepare new lawyers for life in private practice motivates and inspires Terrie. She is currently teaching marketing and client service at three law schools:
- University of St. Thomas Law School, Adjunct Faculty Member, presenting marketing and client service programming for third year law students, 2012 – present
- Mitchell Hamline School of Law, Adjunct Faculty Member, The Business of Lawyering course, 2012 – present
- University of St. Thomas Law School, CLE Presenter, created a four-part marketing program on marketing best practices for lawyers, 2014 – 2015
- Marquette University Law School, Guest speaker, Ethical Marketing Strategies for New Lawyers, 2014 – present
What Clients Say About Terrie…
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Witty Partner in a Minneapolis Law Firm