A marketing blog specifically for independent advisors and financial advisory firms.
You’ve heard the adage – “A picture is worth a thousand words.” Images are a powerful and effective communication tool, which is why using the right pictures in your marketing is so important. When marketing your business as an independent financial advisor, the images you use to represent your firm ...
As an independent financial advisor, building and growing a sustainable business requires developing a strong marketing foundation. To attract quality prospects, convert them into satisfied clients, and make it easy for those clients to spread the word about your firm, marketing must be integral to what you do.But when small ...
Clients are the lifeblood of an independent financial advisor’s business. But unlike some service businesses, your success doesn’t depend on a high volume of incoming clients or a revolving door of short-term engagements. Your business growth depends on developing strong, long-term relationships with satisfied clients who are happy to refer ...
As an independent financial advisor, you’re in the relationship business. You work hard to build strong relationships with prospects, centers of influence, and especially your clients, which has been key to your success. But what are you doing to foster relationships with your clients’ families? The sad reality is that ...
This is an update to an article that originally was published in August 2020.Relationship marketing is a tried-and-true way to develop strong connections with customers and enhance satisfaction and customer loyalty. But relationship marketing is generally done on a small scale between you and one or a few customers at ...
With over a decade of experience helping independent RIAs and LPL financial advisors create successful marketing strategies that achieve financial growth, we’ve learned a thing or two about what it takes to achieve our own success as an agency. It all comes down to the guiding principles at the core ...
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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