A marketing blog specifically for independent advisors and financial advisory firms.
In my previous article in this series, I provided the how-to of lead nurturing and the actionable steps and even a few checklists and templates to get you started.Now it is time to move on to the process of converting these prospects into clients and the onboarding process.One of the biggest mistakes a financial ...
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Welcome to the New Window to LRPC A financial adviser’s website serves as a tool to build trust and create relationships with clients and potential clients. Very rarely will a first time visitor turn into a client right away. They are going to use your website to find out more ...
Almost all financial advisors know the importance of client satisfaction. It’s a way of gauging what they are doing right and where they could use improvement when it comes to managing their firm. Most of them, however, have not thought about tracking other important data such as performance and marketing ...
Your business name is your firm’s first impression to the public and potential clients. Choosing a name is a critically important decision and choosing a good one drives revenue. Choosing a confusing name or one that is hard to understand will lead to spending as much time explaining your company ...
Financial advisors need to provide cohesive client experience. They want to differentiate themselves by delivering superior service. They seek a consistent process of staying in contact, building relationships and keeping information organized and automated.Having and maintaining a client relationship management (CRM) tool is vital for financial advisors who want to ...
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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