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
FOUNDATION PACKAGE
$2600/month
For financial advisors and firms who want develop a solid marketing strategy and implement their marketing building blocks in a cohesive and unique manner.
This is a 12 month process that all new clients start with before transitioning to the Managing Your Marketing packages:
Managing Your Marketing
For 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 customized marketing collateral 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
$1200/month
SAPPHIRE PACKAGE
$2400/month
For financial firms that 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 digital presence while also taking your graphics and marketing collateral to the next level.
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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
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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.