We are Personalized Brokerage Services. We want to be your resource to Build, Brand, Grow and Protect your business practice. We take your practice and the dreams that you have for that practice very seriously. We’re here for the long haul with our clients as they try to make those dreams a reality.

Here’s what Build, Brand, Grow and Protect can mean for you:

Build - This is where you get your business off the ground and keep it going. Training to help you say and do the right things with prospects and clients. Prospecting tools to help you find potential clients. Collateral and presentation materials to help you tell your story to them. Plus retirement analytics software to help you tell their financial story back to them

Brand– Branding is how you stand out from the crowd. Whether you are just starting out and need the basics – a logo and some letterhead – or if you’re trying to establish dominance in your marketplace with a variety of marketing strategies, PBS can help you brand your practice.

Grow - That means taking your prospecting to a new level. That means managing relationships with your existing clients to maximize the value you can bring to them – and business they can bring to you.

Protect - It isn’t always the most exciting part of our story, but for many of you, it’s one of the most important. You’ve worked hard to get where you are. We want to help you stay there and maximize the value of your practice now and in the future.

Personalized Brokerage Solutions - Serious Solutions – Today and Tomorrow.



CT#1065 – APP – 10-17-11



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