Connect with a financial advisor: 833-346-5433

PFM Digital Marketing Toolkit

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Designed to support sales conversion, the PFM Sales Campaign targets existing leads and prospects to reengage and reinforce our presence and message. It also measures interest with new opportunities, to help us build a platform to deliver high-quality leads to our offices. View the Townhall video above.

Get Personal™

The campaign is built around three PFM messaging pillars: Personal, Human, Expertise. This buyer journey delivers messages and offers through multiple touchpoints, including ads, direct mail and a localized advisor toolkit.


Every client is unique and every financial plan we propose reflects this. We know precisely what our customers need … by precisely knowing our customers.


We, Goldman Sachs, are making human advisors available in over 100 offices across the country. We are taking a regional approach to dispensing sound financial advice.


Leveraging 150 years of Goldman Sachs financial expertise to become a valued resource.

Office Toolkit

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Access the tools you need to bring the campaign to life in your region.

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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