About Kristy Gusick

Kristy founded Align Marketing Group (AMG) in April 2022 after spending 10 years as a partner at Professional Services Marketing. Prior to her time at PSM, she was a licensed financial advisor for over 15 years. Her experience in business development, marketing, sales and coaching spans the financial advisory and accounting industries. Read Kristy’s bio here.

Building Blocks of Success: Creating a Strong Marketing Infrastructure for Your Financial Advisory Firm

In today’s competitive landscape, establishing a solid marketing infrastructure is essential for financial advisory firms aiming to stand out amidst competition and effectively reach their target audience. From defining your brand identity to crafting compelling messaging and developing a strategic marketing plan, each step plays a crucial role in driving [...]

By Kristy Gusick|2024-02-20T15:14:46-06:00February 20, 2024|

Mastering Difficult Client Interactions: Effective De-Escalation Strategies for Financial Professionals

In the fast-paced world of finance services, fostering strong client relationships is a crucial aspect of your job. While most client interactions are smooth and productive, there are instances when dealing with difficult clients becomes an inevitable challenge. The ability to navigate these challenging encounters with finesse and professionalism [...]

By Kristy Gusick|2024-02-13T05:52:17-06:00December 18, 2023|

The Role of Reviews in Marketing for Accounting Firms

When you’re deciding on a restaurant for dinner, chances are you pay attention to its customer reviews. The same is true for people (i.e., your potential clients) who are deciding on a CPA firm for tax or accounting services. In other words, the reviews your clients leave–or don’t leave—about [...]

By Kristy Gusick|2024-02-13T05:04:36-06:00September 14, 2023|

Simple Strategies to Help You Market Your Wealth Management Firm

Creating a marketing strategy for your wealth management firm can feel overwhelming at times. You’re in the business of managing your client’s wealth, not your firm’s marketing strategy. This is exactly why many of the financial professionals we work with often feel frustrated when it comes to creating and [...]

By Kristy Gusick|2024-02-13T05:09:12-06:00August 28, 2023|

Unleash the Potential of GA4: Amplify Your Marketing Strategies with the Latest Google Analytics Version

What is Google Analytics 4? Tracking your website's analytics is crucial for gaining valuable insights into user behavior, identifying areas for improvement, and making data-driven decisions to optimize your online presence and achieve your business goals. Without a modern measurement solution, you leave essential insights on the table that [...]

By Kristy Gusick|2024-02-13T05:14:43-06:00June 29, 2023|
Go to Top