A marketing blog specifically for independent advisors and financial advisory firms.
An email service provider (ESP) is a company that provides email marketing services. More specifically, it is a software company that offers an email marketing platform or tool that enables you to create and send bulk emails to a list of subscribers.My series, The Financial Advisor’s Guide to Email Marketing, ...
Email marketing is one of the best ways to connect with clients and potential clients. But to get results from your email marketing efforts, you need to make email list building a priority.My series The Financial Advisor’s Guide to Email Marketing helps financial advisors understand how email marketing works so ...
To get the most out of your marketing efforts, email marketing can help deliver the results you want. I have created a series to serve as a one-stop guide to email marketing for financial advisors, The Financial Advisor’s Guide to Email Marketing.In this series, I will answer questions such as:What ...
I developed my series, A Financial Advisor’s Guide to Creating Your LinkedIn Profile and Making the Most of It, to help financial advisors learn about how LinkedIn marketing works so they can use the platform to effectively grow their business.I started with an Introduction to LinkedIn for Financial Advisors, followed by the ...
My series, A Financial Advisor’s Guide to Creating Your LinkedIn Profile and Making the Most of It helps financial advisors discover how LinkedIn marketing works so they can effectively use its best practices and strategies to grow their business. In a recent article, I covered the ins and outs of how to ...
Are you positioning yourself for success online as a financial advisor? LinkedIn is the place to do it. As the world’s largest business-oriented social network for working professionals, it’s where your colleagues, associates, and prospective clients are spending their time online. It’s also where you’re likely showing up first in ...
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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