Branding differentiates
your practice

Personalized Brokerage Services has a full-service marketing agency that can help show the world your value. We help financial professionals build, brand, grow, and protect their businesses.

We are your
in-house ad agency

Personalized Brokerage Services was one of the first FMOs in the industry to assemble a true in-house ad agency. Our branding team comes from diverse advertising backgrounds spanning a variety of industries. PBS has the team and resources to give your practice a presence in your market, and over time, dominance.

Let PBS become your marketing department


When you are partnering with the Personalized Brokerage Services Marketing Team, you’re equipped with some of the most powerful marketing you could possibly need to effectively carry your message to market. From powerful words and images to the most effective media to use in getting your message across, PBS has the capabilities necessary - in-house - to help you forge a dominant presence throughout your local market.

Check out just a few of the ways in which you can immediately begin leveraging our assistance to increase your production.

  • Print advertising
  • Prestige pieces
  • Direct mail
  • Newsletters
  • TV commercials
  • Billboard marketing
  • Logo design
  • Email marketing
  • Search Engine Optimization
  • Pay-Per-Click
  • Custom websites
  • Tri-fold brochures
  • Movie theatre advertising
  • Custom video production
  • Radio spots
  • PowerPoint presentations
  • Stationery and letterhead
  • Banners and expo presence
  • Client appreciation events
  • Media buying
  • Event planning
What does PBS Do?
Producers should follow the approval requirements of the carriers they represent and their broker/dealer and registered investment adviser, if applicable.
Retirement Explorer™ is a software program that is designed to help agents review the effectiveness and potential success of your retirement strategy. Retirement Explorer™ is not a comprehensive financial plan, nor is it a comprehensive overview of all your portfolio holdings.
Personalized Brokerage Services, LLC (PBS) is not affiliated with Thomas Gold Solutions, nor do we guarantee the accuracy or quality of their services. Although we may promote and/or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.