A marketing blog specifically for independent advisors and financial advisory firms.
Video communication is transforming the way financial advisors connect with clients and prospects. More than just a tool for marketing on platforms like YouTube, Instagram Reels, or TikTok, video is a dynamic medium for personal, direct engagement. Our clients find that incorporating video into various aspects of their client communications ...
With the holiday season just around the corner, it's a good time for financial advisors to think about holiday gift giving. Financial advising is a relationship business, and while it may seem like a small gesture, giving gifts during the holidays is a great way to show appreciation and strengthen ...
Communication is the key to building and maintaining strong client relationships. Your regular touchpoints with your clients are the most vital component of successful relationship building. Skipping a check-in with a client is a missed opportunity to strengthen your relationship.In the year's final quarter, there are several ways to help ...
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 ...
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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