A marketing blog specifically for independent advisors and financial advisory firms.
Are you using artificial intelligence (AI) in your work? Whether you’ve embraced it enthusiastically or are still considering its usefulness, none of us can afford to ignore the conversation. The allure of AI tools is undeniable, promising greater efficiency, improved decision-making, and enhanced customer experiences. But amidst the excitement, a ...
As you grow your financial advisory firm, one need remains constant: attracting new ideal clients. While a comprehensive marketing plan is the foundation of any business’s growth, many advisors often overlook a very effective tactic that can be leveraged within that plan: referral marketing.Your reputation and success hinge on building ...
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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