Collaborating with
Independent Financial Advisers

As a solo financial advisor, I knew I needed help to take my website into the 21st century. Crystal has helped me overhaul my marketing and client experience and the process has been smooth with her introducing me to easy to implement tools. After working with Crystal Marketing Solutions I have seen my website traffic increase by 90%. I have also seen an increase in leads and how a consistent social media presence and a blog have helped improve my business. I couldn’t be happier to work with Crystal and recommend CMS to other financial advisors.

We didn’t have the time to have an active social media presence so we needed a reliable marketing partner who we could trust to handle it without our day-to-day involvement. Crystal is a self-starter who doesn’t need constant direction and oversight, which was exactly what we were looking for. The CMS team is highly organized, very detail oriented and uses technology efficiently. Thanks to Crystal and her team, we now have a modern, professional social media presence and we expect more clients to find us and call us for our services.

Our business needed assistance with improving our website, marketing, and social media, so we signed on with Crystal Marketing Solutions. Crystal does a great job on all of our marketing projects. Since we’ve started working together, Crystal and her team have become valuable assets for Sound Financial Planning.

Crystal is great to work with and has done a really good job with our website, firm newsletter, and social media outreach. She has completely updated our website twice and did an outstanding job. She also revitalized our monthly newsletter to give it a more personal tone and the response from our clients has been wonderful. Thanks to the work CMS has done for our business, our name is out there much more through our various marketing channels.

When looking for a marketing professional we knew we needed someone with social media expertise and Crystal has gone above and beyond our expectations. She has helped us implement a social media strategy that would have never been possible on our own. Working with Crystal and her team has freed up more time to concentrate on our clients and practice. She is a pleasure to work with and we would absolutely recommend Crystal Marketing Solutions!

I began working with Crystal Marketing Solutions during a transition in ownership of our firm. This was a challenging and exciting time. Crystal created a modern new logo and a complete update to the website. She was there for every step of the way and helped us to introduce a new and updated image while keeping our clients informed and comfortable.

Since those changes were implemented we saw website traffic users increase over 152%. Social media traffic to our website has also increased by 237%. We have also seen that referral traffic is the primary source of our visitors.

From the first project she has helped us through many exciting changes, and her experience and expertise have been invaluable. She expertly advised us using many innovative ideas that we ultimately incorporated into our new firm. Few people have the opportunity to collaborate with a Marketing Consultant who is also a coach and a colleague – but this is what I did with Crystal.

We decided to work with Crystal Marketing Solutions to enhance the marketing strategies for our firm. It was great to have found Crystal, as she is very knowledgeable in the securities industry and it takes the worry away from us to make sure we are following the correct regulations. She also has a great relationship with our Broker/Dealer, LPL Financial, and can navigate through all of the marketing tools they have to offer.

Crystal is very personable and easy to work with, and I value how we can discuss a project and work together to come up with the right end result.

The CMS team designs all of our newsletters, presentations, and other general marketing materials and they built our website. Without CMS’ help, I’m not sure we would have such a professional website for clients to visit. Plus, they handle all of our social media, which has been fantastic for getting our name out there and generating more calls into our office.

I’d absolutely recommend working with Crystal and her team. In fact, I actually had another LPL Financial Advisor call me to see how we liked Crystal and he ultimately made the decision to hire her.

I found Crystal Marketing Solutions when I was looking for help with transforming my business’ marketing and brand. I wanted to get into advertising my business more but do it without having to go super in-depth or pay a big expense with a traditional digital marketing firm. Also, I was also looking for a bit of coaching in the process about best practices in my field.

Crystal is very responsive and was flexible with meeting my needs as a client. Since hiring CMS, the number of outbound touches I make now are far greater than I was doing previously because I knew what I wanted to execute, but had no idea how to do this until Crystal showed me.

Thanks to our work with CMS, my website traffic has increased and I’ve received many compliments on my social media feeds. Working with the CMS team means I know that things I need to be doing as a business owner are being done by someone who knows how to do them and has expertise in my industry.

Crystal had experience working with wealth advisors such as myself and is featured by Michael Kitces and Advisor Perspectives. I greatly respect Michael, so I decided to sign on with her and her team.

The CMS team truly understands the wealth planning business and what an advisor goes through, especially as a solo advisor. Since bringing CMS on board, my marketing strategy took a giant step forward and is much more organized and process-oriented. Crystal’s organization and consistent follow through until we got things right has been a huge benefit to my business, and I’d absolutely recommend the CMS team.

I hired Crystal Marketing Solutions as I needed someone to take over our marketing and to provide strategy. I trust Crystal to do what she says she is going to and she’s very proactive with reaching out to me with ideas. I can trust her to deliver what we want, on time, and with a caring eye looking over every detail. From helping to create articles to promote my book, or press releases to announce milestones in my business, she has been such an asset.

Crystal has been responsive to my needs and helped me to develop a social media and marketing campaign that has increased my exposure via social media 600%. Since we worked together, I’ve received numerous replies to our newspaper articles and social media campaigns and had more opportunities to turn our work into some future revenue. Our most recent project together has been one of our most exciting and I couldn’t have asked for a better professional to promote my business as if it were her own.

I hired Crystal Marketing Solutions to help keep my website up-to-date, start a custom client newsletter, increase my social media presence, and have someone that could enhance or create marketing collateral. Crystal is organized, keeps her project management system up to date, and holds herself accountable. As a client, we can constantly see what the CMS team is working on and what stage it’s in.

Crystal listens to ideas and requests, is able to make changes on the fly, and her speed of implementation is amazing. Plus, she’s sincere in everything she does or says and I never feel like I’m waiting on CMS to get something done.

Crystal’s knowledge of LPL Financial Compliance and familiarity with their processes was also an asset. Thanks to her, all of my collateral, both printed and electronic, has been rebranded and kept up with LPL compliance approval. My collateral, website, and social media profiles are now fresh and crisp for when prospective clients view them. I’d certainly recommend Crystal Marketing Solution’s services.

Crystal has been our marketing consultant since she founded her firm. We have utilized her experience throughout the years to improve our website, create various monthly and quarterly publications, help with client event invitations, and expand our online social media profiles to help create the consistent and professional image we are looking for. We continue to rely on her services because of her superb graphic design skills, strong use of technology, solid marketing strategies, and – perhaps most importantly – willingness to customize her service to her individual client.