FEI Taps GSM as Its Exclusive Marketing Consulting Provider

GSM brings expert marketing consulting and services to FEI’s wealth management partners

Tampa, FL
January 3, 2018


The Financial Engineering Institute (FEI) is pleased to announce it has named GSM Marketing (GSM) as its preferred provider of marketing consulting and services to its network of over 2,200 wealth management professionals.

GSM produces expert content and marketing programs with a dedicated team experienced in graphic and web design, digital marketing, video production, email marketing, social marketing and webinar and event support. GSM clients include wealth managers, investment and insurance professionals, retirement plan record keepers and TPAs, actuaries and other financial services professionals.

FEI President and Managing Partner, Nick Gregory noted, “Wealth management professionals struggle to find marketing partners who speak their language and who can provide true expert insight to help them differentiate their message and brand. The GSM team’s 25 years of industry experience and in-house production capacity makes them a great fit for our Expert Sourcing program.” Alan Gross, GSM president said, “We’ve grown our team and our creative capacities over eight years so that we quickly and cost-efficiently translate strategic consulting into actionable marketing programs with top-notch creative quality. And we do this at a fraction of the cost clients can budget otherwise.” FEI’s model is to support its network of leading wealth management firms, investment and insurance advisors, attorneys, and CPAs with carefully sourced “best-in-class” expert firms who provide knowledge and an array of specialized services.

ABOUT The Financial Engineering Institute (FEI), headquartered in Tampa, FL, serves over 2,200 wealth management firms, investment and insurance advisors, attorneys, and CPAs across the nation. FEI helps these professionals harmonize the complex wealth of families and businesses through the organization’s WealthBlueprinting
TM Process. FEI is also the governing body and grantor of the Chartered Financial Engineer (ChFE) professional designation. For more information about The Financial Engineering Institute, visit thefei.com or call 888.884.3332.

ABOUT GSM Marketing
GSM Marketing has been an expert resource to clients nationally since 2009. GSM provides strategic consulting and services to build relationships through better brands, websites, communications, and marketing programs. Clients include wealth managers, investment and insurance professionals, retirement plan record keepers and TPAs, actuaries and other financial services professionals. The company is the founding member and host of Committed To Outcomes, a creative co-op to support education about saving for retirement. Learn more at gsm.marketing.