With over a decade of experience helping independent RIAs and LPL financial advisors create successful marketing strategies that achieve financial growth, we’ve learned a thing or two about what it takes to achieve our own success as an agency. It all comes down to the guiding principles at the core of everything we do. We’re proud of the work we do, what we stand for, and how we are able to show up and serve each day.
How Our Business Runs
Intentionality
We reject the idea of winning at work OR succeeding in life and embrace the reality that we do both. By prioritizing an optimal workday, our health, and our most important relationships, we are able to strive for extraordinary results without sacrificing what matters most. This means focusing on individuals—both team members and clients—and putting family-oriented boundaries in place.
Collaboration
With over a decade of experience leading remote teams and serving clients virtually, we know what it takes to build mutually beneficial, strong relationships based on clear, ongoing communication. And by bringing together external professionals who are experts in their skill set to best serve our clients and partnering with our clients’ third-party vendors, teamwork gets the job done.
Integrity
Working with integrity while keeping the client’s best interest at heart, with a genuine commitment to their goals is the key to our sustainability and success. We don’t lean on salesy approach; we focus on bringing our clients value and successful relationship marketing.
How we collaborate with advisors
Persistence
We design and constantly refine our services, operations, team, and client experiences to exceed expectations through elegance, excellence, and transformational results. By cutting through the noise of trendy marketing gimmicks and focusing on being a thought leader for our industry and niche, we are able to concentrate on what really matters: providing our clients with relationship-based marketing that really works.
Value
Growing relationships with both prospects and clients, delivering ROI, producing work in a timely and efficient manner, and striving for consistency in output are what sets us apart. Our primary goal is to create impact through your marketing, helping you leave a positive impression on your clients and their families through thought leadership, proactive communication, and high-value touchpoints.
Results
Producing results with a successful marketing plan isn’t based on luck; it is based on a proven process. Marketing works—it’s just a matter of when. And while speed is important, quality is king. Our experience has proven that when you commit to following a process, you succeed every single time.
Developing our core business values was more than an exercise; it was a discovery and confirmation of what we hold dear. At Crystal Marketing Solutions, establishing and committing to a clear set of business values is what inspires the work we do every day.