Kristy Gusick

Owner + Founder

My Overview

I originally got my start in the financial services industry in 1994 when I started working within an independent broker/dealer. In this role, I recruited and launched new advisors, conducted compliance reviews, created marketing pieces, supported clients and managed large-scale events. After that experience, my husband and I moved on to launch a our own financial advisory practice from scratch, which we later sold to another advisor.

My experience in the financial services industry revealed my true gift: growing a business and helping others do the same. Realizing I had this passion then led me to dive into professional services marketing and entrepreneurship in 2007 – and I haven’t looked back since.

A business catalyst through and through, I can help you envision your firm’s growth—and connect you with the people on my team to make it happen. Think of me as your key strategist, accountability coach, marketing guide, and business connector for helping you achieve your growth goals.

My Credentials

Areas of Expertise:
- Business Growth Strategies
- Lead Generation Strategies
- Business Development Coaching and Training
- Creative Growth Ideas
- Connector
- CPA Firm Marketing
- Accounting Marketing
- Financial Services Marketing
- Coaching
Education:
- BS in Human Development from Colorado State University
Memberships:
- Association for Accounting Marketing
- Financial Planning Association
- Eagle Brook Church
Career Highlights:
- Held securities licenses for over 20 years
- Started a financial advisory business from scratch and later successfully marketed it and sold it to another advisor
- Helped hundreds of financial advisory and accounting firms with their marketing and business development
- Slattery Sales Academy Graduate
Top 5 Strengthfinder Strengths:
- Individualization
- Woo
- Communication
- Activator
- Developer
DISC: IDSC
Kolbe: Improvisor