Strategic planning

Serious marketing is far more than just design work — it starts with strategic thinking and planning, and the seasoned professionals at PBS have the knowledge & experience you need to develop a sound marketing strategy that yields results year after year!

Visible community involvement

From charity events and civic organizations to sponsorships and sporting events, you want to make sure you’re visibly tied to the community — not just thought of as a service provider — and PBS brings a host of ideas and solutions to the table!

Professional graphic design

From logo design, business cards, and expo banners to eye-catching brochures, print ads, and seminar invitations, PBS has the design skills to position you as the go-to financial professional in your market!

Multi-layered prospecting campaigns

The industry’s most successful producers don’t have all of their eggs in one basket — they have multiple prospecting methods working in concert at all times — and PBS has the systems and strategies you need to develop this multifaceted approach!

High-end image branding

In the world of financial services, trust is everything, and perceptions are formed in the blink of an eye. Let your image reflect your knowledge and professionalism with the help of top shelf image branding from PBS!

Coaching in professional & social networking

You can spend your time and money searching for new prospects, or can have others hand them to you through networks strategically developed with help from PBS!

Event coordination

A successful client event has many moving parts that keep you from focusing on what you do best. Leave the details to our expert coordinators while you simply ‘take the stage’ as the professional that prospects and clients come to see!

Client Relationship Management (CRM) systems

Improve client service and strategically target your marketing efforts with custom CRM solutions from PBS that yield repeat business opportunities and ongoing sources of qualified referrals!

Copywriting & editing

Instead of trying to translate your message to some local ad agency, you work directly with financial services-savvy writers & editors at PBS who are in your industry, speak your language, and already know what you want to achieve!

Media research support

Putting your advertising in the wrong place can be an incredibly costly mistake. Why spend your time looking for the best advertising outlets when the media research specialists at PBS can handle it for you?

Advertising rate negotiations

When it comes to ad rates, everything’s negotiable...if you know the right buttons to push. PBS’ advertising specialists have years of experience here and can help you get the absolute best value for your marketing dollar!

Custom website creation

An increasing number of clients do their initial research into any product or service they’re interested in online, so make it clear why you should be the one they seek with a powerful web presence from PBS!

Maximizing of office environment

Every single client ‘touch’ is either working for or against you — let the professionals at PBS help you leverage your office environment to engender trust, help put clients at ease, and set the stage for increased sales!

Custom video production

The mark of a true professional, your custom-made videos from PBS can be used to enhance your website, kick off your seminar presentation, or be used as impressive first touches on DVD with high net worth referrals!

Budgeting assistance

Are you using the “earn-and-spend-as-you-go” approach? Without a real marketing budget in place, you risk spending more than you can afford or not spending enough to grow and compete. Your PBS marketing specialists can help you determine how to best establish and leverage a marketing budget that is appropriate to the size, development and growth of your practice.

Calendaring, tracking, & refining of your marketing efforts

Most producers don’t have a planned marketing calendar — they have scattered marketing activity — and there’s a world of difference between the two. PBS gives you the tools for sustainable success through calendared activity that can be monitored, measured, and adjusted along the way!

Ongoing one-on-one implementation from PBS

Strategic thinking, budgeting and calendaring are all vital components of building a successful marketing plan, but they are all fruitless without ongoing implementation support, which ensures that all your hard work manifests in coordinated execution of your plan. PBS doesn’t just hand you a plan — we offer professional implementation assistance at every step along the way. From media research to vendor coordination to design and language assistance, PBS has our top producers covered.