Delivering Exceptional Insights to Help Improve Your Marketing Presence


Do you want to build your marketing presence and still have the ability to focus on the things that matter most to you?


Full-Service Marketing services are designed for those who:

Full-service marketing services
  • Are fee-only, fee-based, or hybrid Registered Investment Advisors and have up to $1.5 million in revenue.
  • Want to communicate the right marketing message and differentiate themselves from their competitors.
  • Seek customized strategies and assistance in implementing those strategies to help their business gain focus, clarity, initiative, and know-how.
  • Don’t want to deal with the hassle of training and managing an in-house marketing manager.
  • Are prepared to invest a few hours every month in their marketing but prefer an experienced marketing professional to take charge.
  • Most of all, want to spend time on the things that matter most to them, such as time with clients, family, or hobbies.

Crystal Marketing Solutions can help

Using our industry knowledge and exceptional insights, we act as your virtual CMO and marketing team to handle your marketing needs, allowing you to focus on your clients and running your business.

Hi, I’m Crystal, the Founder and CEO of Crystal Marketing Solutions.

At Crystal Marketing Solutions, our goal is to help you grow your business and put time back on your calendar so that you can focus on the more important things in your firm and your life.

Our services are specifically designed to help all types of independent financial advisors who want to take the next step in marketing their businesses. For a set monthly fee, we will collaborate with you and your team to implement marketing strategies on a continuous basis. 

We're not just marketing consultants that give you a list of ideas and then leave you to complete the work on your own. We're creative marketers and business consultants. We strategically set a plan in place and see to it that each step is completed to get you closer to your long-term goals. 

Our experience is with independent advisory firms — just like yours — and we can use the lessons we have learned to help your marketing strategies be successful.  

Our clients benefit from our intimate knowledge of the unique marketing needs of the financial industry:

  • Best practices used by financial advisors and firms.
  • Compliance guidelines & Compliance Max system.
  • Various tools & resources that have proven successful for other marketing initiatives.

Building Your Marketing

FOUNDATION PACKAGE 

Starting at $2600/month

For financial advisors and firms who want develop a solid marketing strategy to implement marketing building blocks in a cohesive and unique manner.

This typically a 12 month process that goes through:


  • Developing the marketing strategy and plan
  • Building the marketing foundations
  • Attracting leads
  • Building the know, like, and trust factor
  • Convert & acquire new clients
  • Engage existing clients

Managing Your Marketing

For solo advisors who want to create an active online presence with their website and social media that conveys their unique strengths and personality. 


We produce content and marketing collateral customized for your business that positions you as a thought leader in the financial industry. We manage all the pieces and provide direction so you can meet your marketing goals.

TOPAZ PACKAGE 

Starting at $1200/month

SAPPHIRE PACKAGE 

Starting at $2400/month

For financial firms who want to use marketing strategies to help their businesses grow, including an active online presence with their website and social media.


We work with you to hone your focus on your brand’s unique image and create a customized and active online presence while also taking your graphics and marketing collateral to the next level.

Packages

Topaz

Sapphire

Social Media*

Blog Management

Email Marketing**

Website Management

Digital Marketing

Project Management

Monthly Meeting

Compliance Max
 (LPL Only)

Client Portal


Workshops & Events


Webinars


Graphics


Digital Advertising


Video Marketing


*All social media services that involve posting to social media accounts requires the client to sign up for a Meet Edgar account. The client is responsible for the monthly fee associated with maintaining the account. The social media platforms managed are Facebook, LinkedIn, and Twitter.
**All Email Marketing services that involve sending out automated emails (i.e. monthly newsletters, announcements, email funnels) requires the client to sign up for an account with one of our preferred Email Service Providers. The client is responsible for the monthly fee associated with maintaining the account. CMS recommends Constant Contact or Mailchimp for these services.

I hired Crystal Marketing Solutions to help keep my website up-to-date, start a custom client newsletter, increase my social media presence, and have someone that could enhance or create marketing collateral. Crystal is organized, keeps her project management system up to date, and holds herself accountable. As a client, we can constantly see what the CMS team is working on and what stage it’s in.

Crystal listens to ideas and requests, is able to make changes on the fly, and her speed of implementation is amazing. Plus, she’s sincere in everything she does or says and I never feel like I’m waiting on CMS to get something done. 

Crystal’s knowledge of LPL Financial Compliance and familiarity with their processes was also an asset. Thanks to her, all of my collateral, both printed and electronic, has been rebranded and kept up with LPL compliance approval. My collateral, website, and social media profiles are now fresh and crisp for when prospective clients view them. I’d certainly recommend Crystal Marketing Solution’s services.”

Kevin Stoddard, CFP®, Stoddard Financial, LLC

Kevin Stoddard Headshot

We decided to work with Crystal Marketing Solutions to enhance the marketing strategies for our firm. It was great to have found Crystal, as she is very knowledgeable in the securities industry and it takes the worry away from us to make sure we are following the correct regulations. She also has a great relationship with our Broker/Dealer, LPL Financial, and can navigate through all of the marketing tools they have to offer.

Crystal is very personable and easy to work with, and I value how we can discuss a project and work together to come up with the right end result.

The CMS team designs all of our newsletters, presentations, and other general marketing materials and they built our website. Without CMS’ help, I’m not sure we would have such a professional website for clients to visit. Plus, they handle all of our social media, which has been fantastic for getting our name out there and generating more calls into our office.

I’d absolutely recommend working with Crystal and her team. In fact, I actually had another LPL Financial Advisor call me to see how we liked Crystal and he ultimately made the decision to hire her."

Emily Cross

What will happen during our collaboration?

When you work with Crystal Marketing Solutions I become a trusted consultant and advisor for your business. I work to take marketing tasks and responsibilities off your plate and free up time so you can focus on the activities that matter most to you and your business success.

  • Project Management
    While we work together we’ll use an online project board to keep communication open and transparent. This tool is also used during marketing meetings to ensure focus and to maximize our time together.
  • Monthly Retainer for Ongoing Support
    This retainer gives you direct one-on-one support and guidance with just a phone call or an email.
  • Experienced Resources
    My experience is with independent financial advisers. This is my specialty. I have seen what works and what doesn’t. I have planned client events, created social media content, polished LinkedIn profiles, developed extensive email campaigns, and reworked websites. I know the key components required for success and results. I enjoy staying on top of what is currently going on in my industry as well as new and relevant technology, and I want to share my passion for creative marketing with your firm.
  • Liaison
    I can serve as a liaison for most third party marketing vendors. While we work together, I represent a part of your team and work in your best interests. I can handle websites, printing, event planning, press releases, and much more. (Note: all third party fees are billed to the client. Including but not limited to hosting, content library, email utility, social media archiving, business listings, and advertising).
  • Time Frame
    All packages are for a minimum of a 12-month commitment unless otherwise noted. After that time they are renewable for another year or can be evaluated on a monthly basis.

Take control of your marketing today.

Let CMS help you figure out how.

Frequently asked questions

Investing in any part of your firm is an important decision to make and I understand that. That’s why I am here and happy to answer every question you may have.

How long will we be working together?

Why does it cost so much?

How do I know I am ready?

What is your availability?