Insights on How to Select Ideal Clients, Ep. 02

Crystal speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide, about the five steps to finding the ideal client. 

Crystal is the founder & CEO of Crystal Marketing Solutions, a marketing agency dedicated to collaborating with independent financial advisors.

Mentioned In This Episode:

  • The five steps in selecting and maintaining ideal clients.
  • How to identify toxic personality traits and red flags.
  • A review of some of the different types of toxic clients.
  • How to carefully decline business from problem clients.

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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.

This website is marketing advertising and does not establish a client relationship, which is only formed when you have signed an engagement agreement. We do not guarantee results and past results do not guarantee future results.
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