Business Details
Your Trusted Partner for Financial Services Marketing
Founded by industry veterans with over 30 years of combined experience, our agency specializes in delivering strategic marketing solutions tailored to the financial services and retirement planning sectors. We bridge the gap between complex industry jargon and clear, impactful messaging that resonates with clients. Our team combines deep sector knowledge with creative expertise in web design, video production, and digital marketing to help clients establish a compelling brand presence.We prioritize long-term relationships over transactional engagements, ensuring our strategies align with evolving business goals. Our approach emphasizes transparency, ethical practices, and measurable outcomes, with a focus on helping clients defend existing business while attracting new opportunities. Through customized consulting and execution, we empower financial professionals to differentiate themselves in competitive markets.
Services
Marketing Consulting
Web Design
Video Production
Graphic Design
Marketing Automation
Brand Development
Lead Generation
Email Marketing
Presentation Design
Trade Show Materials
Highlights and features
- 30+ years of combined experience in financial services marketing
- Industry-specific expertise in retirement and investment sectors
- Strategic approach aligning marketing with business growth goals
- Full-service capabilities from consulting to execution
- Proven track record with financial services firms
Services
Marketing Consulting
Our consulting services help financial professionals develop comprehensive marketing strategies aligned with business objectives. We analyze market positioning, identify growth opportunities, and create actionable plans to enhance brand visibility and client engagement. Our industry-specific expertise ensures marketing efforts deliver measurable business results.
Web Design
We create responsive, mobile-friendly websites that serve as 24/7 marketing assets for financial firms. Our designs combine modern aesthetics with strategic content placement to effectively communicate brand value and drive client conversions. Each site includes integrated marketing tools for lead tracking and engagement measurement.
Video Production
Our in-house video production team creates educational and marketing videos that simplify complex financial concepts. Services include scriptwriting, filming, and post-production editing to produce professional videos that enhance client understanding and engagement with financial services offerings.
Graphic Design
We develop comprehensive visual identities and marketing materials for financial professionals. Services include logo design, collateral creation, presentation decks, and digital assets that maintain consistent brand messaging across all client touchpoints and marketing channels.
Marketing Automation
Our automation solutions streamline marketing processes through targeted email campaigns, lead nurturing workflows, and performance analytics. We implement systems that track engagement metrics and provide actionable insights to optimize marketing ROI for financial services providers.
People
Alan Gross
Partner
Industry veteran with 30+ years of experience in financial services marketing. Specializes in connecting business needs with strategic marketing solutions while maintaining industry alignment.
Tom Makeever
Partner
Relationship-building expert with extensive consulting experience in financial services. Focuses on ensuring strategic execution while maintaining client engagement standards across all marketing initiatives.
Deanna Fisher
Director of Marketing Operations
Social media specialist with expertise in digital marketing strategies. Manages client engagement initiatives and oversees social media campaigns tailored to financial industry requirements.
Natalie Harris
Senior Graphic & Web Designer
Design expert specializing in visual identity development for financial institutions. Creates cohesive brand experiences across digital and print platforms while maintaining industry compliance standards.
Randy Hall
Technology Services Manager
Technical lead with decades of web development experience. Ensures optimal website performance and security for financial clients while implementing marketing technology solutions.
Questions
What specific services does GSM Marketing offer?
We provide marketing strategy consulting, website design and development, graphic design, video production, email marketing, lead generation campaigns, and marketing automation tailored to financial services professionals.
Why should financial professionals choose GSM Marketing?
Our team has over 30 years of combined experience in the financial services industry, allowing us to translate complex concepts into clear marketing messages that resonate with target audiences.
Can GSM Marketing help with both new and existing marketing teams?
Yes, we offer flexible support options to augment internal teams or serve as your complete marketing department, handling everything from strategy to execution.
How does GSM approach marketing strategy development?
We focus on relationship-based marketing that aligns with business goals, combining industry expertise with creative execution to build long-term brand value and client relationships.
What makes GSM's marketing approach different?
We emphasize relationship generation over traditional lead generation, creating content that builds trust and positions clients as industry thought leaders while maintaining business development momentum.
