Marketing Resources

Looking for practical advice on how to improve your accounting, legal or financial firm’s marketing? PSM’s blog is a great resource to begin with. Our team of marketing experts weigh in on tips, tricks, and mistakes to avoid.

Over the past few years, PSM partners, Terrie Wheeler and Kristy Gusick have shared their expertise in a series of pragmatic webinars.  If you are interested in one of the webinars, contact us and we will send materials.

Terrie Wheeler has a monthly column in Attorney at Law Magazine that is syndicated in 22 markets.  She also writes for the American Bar Association’s GP | Solo eReport.  You can find links and PDFs of all her articles here.

Founded by Terrie S. Wheeler, CLE Connect™ is a comprehensive, Minnesota on-demand, CLE-accredited program that teaches lawyers the marketing basics they never learned in law school.

We help our clients discern and effectively communicate the unique value they bring to clients by using a foundation we call The Four Pillars of Marketing™, which represent the ideal structure of any marketing plan.

If you can’t measure it, you shouldn’t do it. Find out how to quantifiably measure the results of your outsourced marketing or individual marketing coaching efforts. Our ROI tips are organized under the Four Pillars of Marketing.

Nearly a decade ago, Gallup unveiled the results of a landmark 30-year research project that ignited a global conversation on the topic of strengths. People who focus on their strengths are more engaged, productive, and happy.

Another tool we use with our clients is a version of the original MBTI developed by Carl Jung and Isabel Meyers. The MBTI focuses on your personality preferences; activities you prefer over others.