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 ...
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 ...
An independent advisor, who is one of my consulting clients, asked something that I am sure many advisors ask themselves: How much time and money should I spend on marketing? For my client, the answer was simple—just enough to get a new piece of business. As a sole proprietor, my ...
One of the best moves you can make when growing your financial advisor business is to offer niche services. A niche service is an offering that focuses on one specialization within a broader market that your business can serve. It could mean that you focus on serving one particular type ...
Podcasts can be a rich source of information for everything from DIY projects to motivational coaching and discussions of cult favorites to daily world news. There are so many out there, and it can be hard to narrow down which are worth your time. That’s why I’ve curated a list ...
You’ve probably heard of the “know, like, trust” factor when it comes to building your business as a financial advisor, but you might wonder if there is a need to put it to work for you at scale. After all, as a financial advisor, chances are you are a generally ...
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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