A marketing blog specifically for independent advisors and financial advisory firms.
Communication is the key to building and maintaining strong client relationships. Your regular touchpoints with your clients are the most vital component of successful relationship building. Skipping a check-in with a client is a missed opportunity to strengthen your relationship.In the year's final quarter, there are several ways to help ...
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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