A marketing blog specifically for independent advisors and financial advisory firms.
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 ...
When running and growing your own firm as an independent financial advisor, regularly communicating with your contacts is important. Building and maintaining relationships with your clients, prospects, centers of influence, and even your team requires a personal touch that is challenging to do at scale. This is where video messaging ...
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 ...
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 ...
Your clients are the cornerstone of your success. How they feel about your business and the services you provide matters to your bottom line and personal sense of fulfillment. Happy clients are good for business all around, so it’s important to understand your clients’ needs, expectations, desires, and sense of ...
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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