A marketing blog specifically for independent advisors and financial advisory firms.
As an independent financial advisor and small business owner, you have a lot on your plate. You may have a great business, but if you're not growing it, you're flatlining. It's not enough to just serve the clients you have. You need to expand your client base. Not only must ...
When Alliant Wealth Advisors President and Founder John Frisch was running his firm, there was one thing he felt strongly about — the firm should be responsible for generating new business for advisors. Having over 20 years of experience in the financial services field, John knew that advisors’ time was ...
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