Being a business owner is tough and time-consuming. As a business owner, you wear many hats. As for me – I am an entrepreneur, marketing consultant, wife, mom, volleyball coach, and tennis player – just to name a few. People are always talking about having a work-life balance, but how do you achieve this elusive “balance”? The simple answer –  you can’t do it all, you need to get help!

CPA

I have great accounting software in Wave Accounting, and there are tons of others out there as well. But that doesn’t mean I want to spend hours doing all the extra tax planning and behind the scenes work that goes along with managing my finances. That’s why I have a CPA.  My specialty is marketing; his specialty is accounting. I could probably do okay on my own, but why settle for okay when you can get great by asking for help?

Financial Adviser

Most of my clients are financial advisers, and through this, I have a larger knowledge base than most when it comes to the inner-workings of the financial world. But, just like my financial adviser, clients hire me for my expertise in marketing, why wouldn’t I hire a financial advisor for their specific knowledge of investing and money management?

Attorney

A few years ago this was a scary word to me. But isn’t the unfamiliar always scary? I got to a point in my business where I had to get over my fear, and I now have a fantastic business attorney on retainer. This is a little unconventional, but I would much rather pay a monthly fee to have access to a professional for questions and issues, and to deal with the complicated nature of the contracts that are part of my business. It is such a relief to send an email and get an educated and licensed answer versus doing hours of research and still not being sure that what I have found is correct.

Assistant

This is now an antiquated term in my opinion. An assistant, especially a virtual assistant (VA), in this day doesn’t mean taking care of the typical secretarial type of tasks. There are VAs that specialize in all different aspects of business, writing, and even design.  I have a couple of great VAs that complete work in various areas of my business. I may be extraordinary at marketing for financial advisors, but I am not exceptional at proofreading my work. I am also not a multi-award-winning designer – although I do like to think I am pretty good. For the tasks that are not suited to my talents or my time, I can assign it to someone else that I trust. Without my VAs, my business nor my personal life would be where it’s at. Their talents add to my businesses success and allow me to have more free time to spend with my family.

Marketing Consultant

Yes, yes, I know I am a marketing consultant, so why would I need a marketing consultant? Well, I don’t. But I do use a marketing coach.  I know that I will never know all of the answers. There are always ways to learn more about my industry, grow my business, and help my client’s businesses as well.

I truly believe that if you feel like you know it all – then you are already behind the learning curve. Learning doesn’t end after college. There is something to be said for being able to call or email someone for advice rather than spending hours looking for an answer.

Now that we all know that I don’t need a marketing consultant, do you need one?  More than likely your professional expertise is not marketing, so why spend your time coming up with ways to promote your business, get your brand and name out there, and improve your client experience?  Think of reaching out and asking for help in this area.  There are professionals, like me, that have done the research for you, have a formal education in this specific industry, and know ways to create and implement a marketing strategy for you.

After all of the information I have provided, my best piece of advice is to look at where you are spending your time, and ask yourself the following questions:

  1.  Is this specific task helping me reach my goals?
  2. Is this the best use of my time?
  3. Is there someone else that is better suited to do this task for me?

It is so important to find balance and become comfortable with asking for help when you need it. None of us can do it all, and some of us are better equipped to complete certain tasks than others.  Don’t be afraid to ask Crystal Marketing Solutions, LLC what marketing projects we can take off of your “to-do” list.


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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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