A marketing blog specifically for independent advisors and financial advisory firms.
As an independent financial advisor and small business owner, you have a lot on your plate. You may have a great business, but if you're not growing it, you're flatlining. It's not enough to just serve the clients you have. You need to expand your client base. Not only must ...
As we finish out 2022, take a moment to assess your business and marketing strategy to see if it’s on track. Are you still trying to achieve the same goals for your financial advisory firm? Are you still targeting the same audience of ideal clients? Are the marketing tactics you ...
As a financial advisor, you are acutely aware that you need to take every precaution available to protect your clients’ sensitive personal data. But one area of cybersecurity you may not have considered is your business’s online presence and the electronic tools you use for your day-to-day operations.Running and marketing ...
You’ve heard the adage – “A picture is worth a thousand words.” Images are a powerful and effective communication tool, which is why using the right pictures in your marketing is so important. When marketing your business as an independent financial advisor, the images you use to represent your firm ...
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 ...
As an independent financial advisor, your website is the online headquarters of your firm and your most powerful digital marketing tool. An effective website attracts new potential prospects, converts them into leads, and can be one of your best sources for gaining new clients – but only if it includes ...
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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