Your clients are the cornerstone of your success. How they feel about your business and the services you provide matters to your bottom line and personal sense of fulfillment. Happy clients are good for business all around, so it’s important to understand your clients’ needs, expectations, desires, and sense of satisfaction with your financial services …
Independent Financial Advisers
Delivering exceptional insights for financial professionals.
proudly featured in
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.
One of the best moves you can make when growing your financial advisor business is to offer niche services. A niche service is an offering that focuses on one specialization within a broader market that your business can serve. It could mean that you focus on serving one particular type of client, offering a particular …
Podcasts can be a rich source of information for everything from DIY projects to motivational coaching and discussions of cult favorites to daily world news. There are so many out there, and it can be hard to narrow down which are worth your time. That’s why I’ve curated a list of top-rated podcasts, as well …
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