A marketing blog specifically for independent advisors and financial advisory firms.
In the financial advisory profession, marketing is not just an art – it's your ladder to success. Yet, this ladder needs a strong safety net: a deep understanding of compliance that ensures your business thrives securely. The domain of financial advisory marketing is tightly governed by stringent regulations designed to ...
Building strong, trust-based relationships is at the heart of a successful financial advising business. But those connections don't just happen during one-on-one consultations; they start with your marketing strategy. To stand out from the competition, you need to present yourself and your firm in a way that encourages potential clients ...
Keeping your pipeline filled with qualified leads, converting them into clients, and serving your clients in a way that makes them eager to send you referrals requires a dynamic approach to marketing. Webinars are uniquely positioned to help you expand your reach while providing value to those who already know, ...
Social media platforms are essential for communication and information sharing. Use these platforms to connect with your target audience, build brand awareness, and attract ideal clients. But many firms have not fully embraced social media marketing due to the challenges of staying compliant with industry regulations. Since you handle sensitive ...
Social media has become part of our daily lives and is a powerful tool for connecting with others. In fact, your ideal prospects and clients are likely using some form of social media multiple times a week, if not every single day. Optimizing your social media presence is critical to ...
You put a lot of time and money into your firm’s online marketing. Afterall, new prospects often hear about your business for the first time through your website, social media channels, or online ads, and you stay in touch with existing clients through a variety of digital channels. But when ...
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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