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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.

Webinar Marketing for Financial Advisors: Which Format is Right for You?

With advances in technology and the growth of online video meeting platforms, the way businesses share information and educate clients has changed. That’s exactly why webinars have become so popular.Webinars come in a variety of formats. Depending on your audience and your strengths and weaknesses, not every format will be a fit. While some financial

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How Financial Advisors Can Market with Videos and Podcasts

When expanding your online presence as a financial advisor, you have to take into consideration your long-term strategy to determine which avenue is best. Two popular options to connect with new audiences are podcasts and video content. Both have their benefits and drawbacks, so carefully consider each one before you decide.Here’s what financial advisors need

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Which Social Media Platform Is Right for My Brand?

As an individual financial advisor, you may have wondered if you really need a presence on social media platforms. The short answer is “yes.”There are countless reasons why having a social media presence is a good idea for your business, from being more accessible to your clients to establishing credibility. However, the problem that many

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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