Personalized Brokerage Services

broker dealer support

Business Development

CX Summit™ is about evolving your business to help meet the needs of your clients. The client experience is an important way of differentiating your practice. With the amount of competition in financial services, this methodology is more important than ever before.

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full service marketing organization

business incentives

Experience of a Lifetime™ 2016 will take place in Rome, Italy. Magnificent, glorious, mysterious, and romantic! From the treasures and masterpieces of Roman art to the grandeur of the Colosseum, Rome displays a concentration of history, monuments, and intimate galleries.

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Personalized Brokerage Services

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 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.

Your Practice

Personalized Brokerage Services is committed to honest and responsible conduct. We owe this to our clients, to the community, and to ourselves to help maintain our integrity. We are committed to helping you and your practice navigate the ever changing insurance industry standards. Our in-house Compliance and Suitability Officer will help guide you through the complicated and sometimes confusing suitability process.

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Fast Start

As a newly-appointed producer with Personalized Brokerage Services, you have access to a number of exciting incentives, rewards, & ways to help increase your production! Contact your Business Development Director today to learn more.

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Advertising Agency

As an integrated marketing agency, we have and will continue to evolve and adapt as the needs of our financial professionals and our industry change. To understand how we can help your practice, see what we've done for theirs.

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Advertising and Marketing