A marketing blog specifically for independent advisors and financial advisory firms.
Obtaining new business is a no-brainer as one of the key ways to keep your operation successful. No matter if you are just starting out or are established with a comfortable book of business, it’s important to utilize your network to help generate new business via referrals.There are so many different ...
Being a business owner is tough and time-consuming. As a business owner, you wear many hats. As for me – I am an entrepreneur, marketing consultant, wife, mom, volleyball coach, and tennis player – just to name a few. People are always talking about having a work-life balance, but how ...
About Crystal
Crystal Lee Butler, MBA is the owner of Crystal Marketing Solutions, a full-service marketing agency dedicated to working specifically with independent financial advisors. Since 2011, she’s helped financial advisors cut through the noise to attract ideal clients and grow their businesses using proven strategies that we use with our clients every day. As your “Chief Marketing Officer,” our goal is to help you grow your business and put time back on your calendar so that you can focus on what you do best: serving your clients.
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