A marketing blog specifically for independent advisors and financial advisory firms.
Financial advisors need to provide cohesive client experience. They want to differentiate themselves by delivering superior service. They seek a consistent process of staying in contact, building relationships and keeping information organized and automated.Having and maintaining a client relationship management (CRM) tool is vital for financial advisors who want to ...
Entrepreneur’s Advice Featured in 2017 Woman’s Advantage® Calendar Tidewater, Virginia – Crystal Lee Butler, President of Crystal Marketing Solutions, LLC, was selected from over 5,000 submissions to be featured in The 2017 Woman’s Advantage® Shared Wisdom Calendar. The calendar provides advice for women business owners from influential women leaders across ...
You see hashtags everywhere. They are most common on Twitter, but they have become widely used on Instagram and Facebook as well. They are the digital world’s way of saying “this is important.” There is a misconception that hashtags are a form of shorthand, but their purpose is to make ...
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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