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Independent Financial Advisers


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You need help — the kind that understands the financial world and can provide creative solutions, not to mention actual results.

As a financial professional...

You’ve got a lot on your plate, and marketing your firm probably isn’t at the top of the list.

You need help — the kind that understands the financial world and can provide creative solutions, not to mention actual results.

At Crystal Marketing Solutions...

We work hand in hand with financial professionals to craft a strategic roadmap.

When you work with us, we provide your business with a consistent marketing presence that attracts the right customers.

Using our industry knowledge and exceptional insights, we act as your virtual Chief Marketing Officer and complete marketing team, so you can focus on what really matters most.

Are you rockin' it with your digital marketing?

Take the quiz below to find out if you're maximizing your potential to grow your advisory business?

An Introduction to Email Marketing for Financial Advisors

To get the most out of your marketing efforts, email marketing can help deliver the results you want. I have created a series to serve as a one-stop guide to email marketing for financial advisors, The Financial Advisor’s Guide to Email Marketing. In this series, I will answer questions such as:What is email marketing and why

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LinkedIn Tips and Checklists

I developed my series, A Financial Advisor’s Guide to Creating Your LinkedIn Profile and Making the Most of It, to help financial advisors learn about how LinkedIn marketing works so they can use the platform to effectively grow their business. I started with an Introduction to LinkedIn for Financial Advisors, followed by the ins and outs of How to

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How to Fully Utilize Your LinkedIn Profile

My series, A Financial Advisor’s Guide to Creating Your LinkedIn Profile and Making the Most of It helps financial advisors discover how LinkedIn marketing works so they can effectively use its best practices and strategies to grow their business. In a recent article, I covered the ins and outs of how to optimize your LinkedIn profile for search

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What Our Clients Say About Us...

“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.”

Mark Singer, CFP®, Safe Harbor Retirement Planning

“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.”

Paul Fenner, TAMMA Capital

Paul Fenner, TAMMA Capital