At PSM we work with a lot of financial services clients and we understand the unique needs that they have, whether they’re an advisory, financial advisory firm, or an accounting firm. We know that often there are specific tools that they may need to incorporate into their marketing plan, such as in the financial advisory industry, they often have sites like FMG that they use based on what their broker-dealer tells them that they need to use. We know those tools. We know how to incorporate those into their marketing plan. If you are a CPA firm, we know that sometimes you’re using tools such as BizActions and other support tools that give you specific industry-related content.
So, all those are things that our marketing professionals have a lot of experience with and know how to incorporate into your overall strategy and to bring to bear to help your growth on a month to month basis and just pull all that together to make sure that we’re using the best of the best; whether it’s outside industry specific tools, tools that you have in your firm with existing staff that can support your marketing efforts, your social media efforts and how to really make sure that we’re archiving everything you need to have archived for compliance reasons. All of that we have a really deep understanding on how to make happen and things that we’ve done a lot based on all the different financial services clients we’ve worked with in the past.
Learn more about Kristy L. Gusick >
