A marketing blog specifically for independent advisors and financial advisory firms.
Google dominates our online personal lives with its search engine, Chrome browser, and multitude of tools. In fact, Google has over 245 million unique users in the United States and captures over 80% share of desktop search traffic. If you aren’t utilizing it in your financial advisory firm, you’re missing ...
In my last article about client services, I discussed how financial advisors can create a successful onboarding process. The next part of this series covers the “engage” portion of the marketing funnel. Focusing on your client engagement is an incredible opportunity for developing revenue with long-term clients, and that includes ...
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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