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:
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:
Building Your Marketing
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 is typically a 12 month process that goes through:
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.
Starting at $1200/month
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.
Workshops & Events
*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
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, Wealth Advisors of Tampa Bay
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.
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?
Most packages require a 12-month commitment, then move to month-to-month. If at any time you want to end our collaboration, we require 30 days' notice.
Why does it cost so much?
Have you calculated your per-hour earnings yet? If not, it is a great exercise. Take a look at the hours you are spending reading and searching for solutions to build your firm’s marketing as well as all of the hours required to implement them. This process can be frustrating, especially if you do not see the results you would like to.
When you hire me, you are not only getting someone that knows what to do, but you are also adding valuable hours back into your schedule. You will get direct one-on-one support and guidance with just a phone call or an email. You will get access to all of the resources I have used for various marketing initiatives. You will also get all of my experience from working with other financial advisors and firms.
For a set monthly investment you get to let me do what I do best while you now have the time to do what you do best.
How do I know if am ready?
If you consistently feel frustrated and overwhelmed by marketing your business, if you think you are doing all of the right things but you are not seeing results, if you want to do more but you’re not sure where to start, or if you spend a large amount of time looking for new clients rather than servicing your current ones, you are likely ready for a marketing expert to step in and lend a helping hand. I’d also hazard a guess that if you are reading this, you’re ready.
What is your availability?
To be the best for my clients, I only collaborate with a limited number full-service clients. To inquire about my availability, please contact me. If I am currently at my client limit, you will be put on the waiting list and are welcome to try any of our other services in the meantime.