A marketing blog specifically for independent advisors and financial advisory firms.
When you decided to strike out on your own as an independent financial advisor, chances are you were confident in your ability to both help clients grow and manage their wealth and to grow and manage your firm. Otherwise, you’d still be working for someone else. What you may not ...
Back-to-school took on a whole new meaning this year, and just as families are starting to settle back into something resembling normal, we’re being greeted with friendly reminders that the holidays are fast approaching. Everyone has weathered a series of storms since the start of the pandemic, and more people ...
Did you know that the average time spent on digital media is expected to be 482 minute per day by 2022? That’s nearly eight hours a day!Promoting services using digital marketing is an absolute must. However, who you choose to target and where to find them should be a critical ...
Google dominates our online personal lives with its search engine, Chrome browser, and multitude of tools. In fact, Google has over 245 million unique users in the United States and captures over 80% share of desktop search traffic. If you aren’t utilizing it in your financial advisory firm, you’re missing ...
In my last article about client services, I discussed how financial advisors can create a successful onboarding process. The next part of this series covers the “engage” portion of the marketing funnel. Focusing on your client engagement is an incredible opportunity for developing revenue with long-term clients, and that includes ...
The world of DIY video recording has come a long way in the past 20 years. It’s easier than ever for financial advisors to create amazing video content right from your office. Recently I wrote about the benefits of using videos to market your financial advisory business. You can read ...
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