Marketing for the Financial Services Industry We work with all types of investment organizations — big and small, institutional and retail, traditional and alternative — to meet their specific marketing needs. PHG offers a flexible range of marketing services for clients within the financial services industry. We create distinct and compelling brand identities for start-ups and work within existing guidelines for established firms. We advise on the optimal suite of marketing materials for your firm, and prioritize working within your resources. We provide effective presentation coaching programs and skillful facilitation between sales professionals, portfolio managers, and senior management. And we create sales, marketing, and client service materials that inform clients, attract prospects and win business.