Personalized Brokerage Services is a full-service marketing and business development agency dedicated to helping build, brand, grow, and protect your practice. As one of the oldest field marketing organizations, celebrating over 25 years of helping financial professionals, we offer a full range of services in-house, including advertising, public relations, creative, media planning and buying, interactive design and development, lead generation, strategic planning, practice development, and more.

Even on the day Personalized Brokerage Services was founded, we knew things could never be the same. The needs of financial professionals were changing, and we have been there to respond ever since. And so, what began in 1988 has evolved into a fully integrated marketing and business development agency focused on helping transform the lives and practices of each individual we have met.

Our focus has never changed! We continue to understand and address the needs of financial professionals and strive to deliver custom holistic solutions to help bring your practice to the next level. Your current way of doing business got you to where you are today-with careful strategic collaboration, the growth possibilities for your practice are endless.


In addition to the marketing and practice development opportunities, Personalized Brokerage Services has a dedicated hard-working team of professionals, who hold various insurance licenses and securities registrations, to assist you in achieving your goals with a relentless focus on helping your practice be successful. Because our success is based on your success, we focus our efforts on delivering proprietary training along with personal coaching and mentorship along with insurance solutions to help you write more business.

Practice Development Strategy

  • 1
    Build Your Brand

    Brand building is an ongoing procedure that should always be a core focus of your practice, because a powerful brand can help support a practice through any type of environmental changes that may occur.

  • 3
    Referral Strategy

    After extensive consumer and producer research, we have formed a process that will help replicate your top clients with “easy-to-implement” steps that leverage your already existing relationships.

  • 2
    Retirement Explorer®

    Personalized Brokerage Services has developed a turnkey marketing and business development program that helps you address the biggest concerns Boomers face!

  • 4
    Client Relationship Management

    Whether prospecting or strengthening current relationships, regular communication is the key to building client loyalty and brand awareness.