A marketing blog specifically for independent advisors and financial advisory firms.
When you’ve been running a successful financial advisory business for over 25 years, you know that having consistent and powerful marketing matters. As the president of Armstrong Wealth Management Group, Regi Armstrong, CPWA® has seen many marketing trends come and go. With the marketing landscape continuously shifting in the digital ...
A website is the first introduction prospective clients have to an independent financial advisor’s firm. And as the old saying goes, you never get a second chance to make a first impression. Your website also serves as a powerful marketing tool, the online headquarters of your business, and a vehicle ...
When Brendan Sheehan, MSFP, CFP®, managing director of Waymark Wealth Management, first began running his financial advisory firm back in 2013, the landscape of digital marketing was completely different. Having been in the industry since 2001, Brendan was intimately familiar with what it takes to build a successful business. But ...
When Chris Roe, founder and CEO of RX Wealth Advisors, was looking for help executing his marketing plans, it arrived in an unexpected way. Following a 20 year career in accounting, Chris had made the transition to heading up a company providing consultative financial advice to physicians. After making the change, he ...
Running your financial advisory firm means juggling many responsibilities, and you always have a lot on your plate. As a small business owner, you are in the relationship business, and that requires managing a constant stream of meetings with prospects, clients, team members, centers of influence, and other people in ...
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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