A marketing blog specifically for independent advisors and financial advisory firms.
As the internet has grown and matured, various tools and protocols have emerged to help independent financial advisors reach their business goals by improving their website’s search visibility. With these tools, you have the power to reach the right audience and attract ideal prospects to your online “front door.”By analyzing ...
A strong online presence is crucial for any business, including financial advisors. However, with the constant changes and updates in the digital world, it can be easy to overlook important details in your online listings. That's why regularly reviewing and checking in on your digital listings is essential.What are digital ...
As a business owner, we love to see the hands raised of people who need our help; however, not every individual may be a suitable fit for our services. An ideal client can be a pleasure to work with, is easy to communicate with, pays on time, and has reasonable ...
Your list of email subscribers is a valuable pool of existing clients, prospects, and centers of influence. Those individuals have demonstrated an interest in your business and services by allowing you to have a direct line of communication with them. Growing your email subscriber list should be a high priority. Not ...
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.
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