Insights on How to Select Ideal Clients, Ep. 02

Podcast
Written By Crystal Lee Butler, MBA

Crystal speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide, about the five steps to finding the ideal client. 

Crystal is the founder & CEO of Crystal Marketing Solutions, a marketing agency dedicated to collaborating with independent financial advisors.

Mentioned In This Episode:

  • The five steps in selecting and maintaining ideal clients.

  • How to identify toxic personality traits and red flags.

  • A review of some of the different types of toxic clients.

  • How to carefully decline business from problem clients.

Crystal Lee Butler, MBA

Crystal Lee Butler, MBA, is the founder and visionary force behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual marketing agency dedicated to independent financial advisors and small advisory firms. With two decades of experience, CMS excels in developing customized, compliance-friendly marketing strategies that seamlessly integrate proven digital and traditional tactics. They execute your marketing, so you can focus on your clients.

https://crystalmarketingsolutions.com
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Insights on How to Attract Female Clients, Ep. 03
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