A marketing blog specifically for independent advisors and financial advisory firms.
As an independent financial advisor, you’re in the relationship business. You work hard to build strong relationships with prospects, centers of influence, and especially your clients, which has been key to your success. But what are you doing to foster relationships with your clients’ families? The sad reality is that ...
This is an update to an article that originally was published in August 2020.Relationship marketing is a tried-and-true way to develop strong connections with customers and enhance satisfaction and customer loyalty. But relationship marketing is generally done on a small scale between you and one or a few customers at ...
With over a decade of experience helping independent RIAs and LPL financial advisors create successful marketing strategies that achieve financial growth, we’ve learned a thing or two about what it takes to achieve our own success as an agency. It all comes down to the guiding principles at the core ...
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.
Ready to Work With CMS?
Take control of your marketing today.
Don't Miss Our Latest Insights
Sign Up For Our Monthly Email Newsletter