A marketing blog specifically for independent advisors and financial advisory firms.
Whether you’re a big company or an independent financial advisor working to grow your personal brand, creating useful and engaging blog posts on your financial planning website is a crucial part of your content marketing strategy. Such posts increase your brand visibility and transform loyal readers into loyal clients.In part ...
The right type of content sets the tone for your website, provides your clients with useful information, establishes you as a financial expert, and even creates a personal connection with your clients. You can use many different types of content that you can use for your financial firm, and many ...
Creating and sharing quality content is an essential element in successfully marketing your financial advisory business. My series The Ultimate Financial Advisor’s Guide to Content Marketing helps financial advisors understand how it all works so they can establish themselves as a financial expert by properly utilizing financial content marketing strategies. Now it ...
In my last article, Marketing Funnels for Financial Advisers, I gave an overview of marketing funnels and their important role in marketing for financial advisers. This article will cover the first step – lead generation – and why sales is no longer about the calling list.What is a lead?A lead is ...
Marketing funnels describe how potential customers move from looking to buying. Advisors can and should use that concept. In this multi-part series, I will explain how advisors can gain more control over the funneling process.In this first part, I will define a funnel and why it is essential to your marketing strategy.What ...
Obtaining new business is a no-brainer as one of the key ways to keep your operation successful. No matter if you are just starting out or are established with a comfortable book of business, it’s important to utilize your network to help generate new business via referrals.There are so many different ...
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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