A marketing blog specifically for independent advisors and financial advisory firms.
In the early 2000s, a career that allowed a wife and mom to support her family while also having the availability to enjoy spending time with them was rare. But that’s the kind of career I wanted for myself - one that allowed me to work hard, play hard, and ...
As we finish out 2022, take a moment to assess your business and marketing strategy to see if it’s on track. Are you still trying to achieve the same goals for your financial advisory firm? Are you still targeting the same audience of ideal clients? Are the marketing tactics you ...
With the holiday season just around the corner, it's a good time for financial advisors to think about holiday gift giving. Financial advising is a relationship business, and while it may seem like a small gesture, giving gifts during the holidays is a great way to show appreciation and strengthen ...
As a financial advisor, you are acutely aware that you need to take every precaution available to protect your clients’ sensitive personal data. But one area of cybersecurity you may not have considered is your business’s online presence and the electronic tools you use for your day-to-day operations.Running and marketing ...
In this inaugural episode of Insights for Financial Advisors Podcast, host Crystal Lea Butler gives you a taste of what to expect from the show, insights on what it takes to run an effective financial advisor firm, and details on how she aims to provide you with informative, engaging, and ...
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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