Be in control of your sales success with our expert advice

Book Free Remote Consultation

Please fill out the form below and we’ll get back to you to schedule free 30-min initial consultation.

We are here to help you make the right decisions for your brokerage

Our proven four-quadrant method and Salesforce FSC helps insurance brokers develop new business, strengthen client relationships, and drive sustainable growth. Let us show you how to transform your sales pipeline.

New Business Development

Systematically identify, nurture, and close high-potential leads using data-driven insights.

Upselling & Cross-Selling

Build deeper client relationships by matching additional offerings with evolving needs.

Client Stewardship

Foster strong relationships through consistent engagement, even during off-cycle periods.

Transparency & Visibility

Insights into your book of business for enhanced accountability, performance tracking, and strategic direction across the portfolio.

PS Advisory, 
 Award-Winning Salesforce Implementation & Strategy Consultants

Be in control of your sales success with our expert advice

Our mission is to guide businesses through their technology evolution with proven Salesforce expertise. To help them make impactful decisions that accelerate their success.

Ruben Norman

Founder, CFP
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Marvin Turner

Co-Founder, CFP
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Brett Loremous

Construction Manager at Ammigle

“I can’t say enough about the excellent consultation and advice I have received from Norman & Turner through the years. They took the time to really understand my financial goals and never treated me like “just another Client”. Their assistance with personal and corporate income tax, investments, and retirement has been invaluable. I’v been able to achieve more then expected thanks to them.”

Emily Reloupod

Retired business owner

“Norman & Turner has been excellent in their handling of our financial affairs. They were able to explain complex financial matters to us in an easy and understandable way. They explained all the options available to us, which helped us make better decisions. They are extremely knowledgable, friendly, and caring and we were very impressed by them. Highly recommended!”

Client Testimonials

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Contact us today

Get A free initial financial consultation

At PSAdvisory, we partner with our clients to drive innovation, improve efficiency, and solve complex technical challenges. 

Get in Touch

contactus@psadvisory.com

+1-443-424-2857

Baltimore, MD USA