Step 1: Complete the Questionnaire

We only work with a limited number of clients to ensure top-notch service.  If you're interested in partnering with Crystal Marketing Solutions (CMS), please complete this questionnaire to start the process. We'll then follow up to schedule an introductory call.

CMS may be the right fit for you if you:

  • Are a Registered Investment Advisor OR an LPL Financial Advisor.
  • Serve individuals, families, business owners, pre-retirees, retirees, and/or other associated niches.
  • Seek done-for-you marketing solutions focused on relationship building.
  • Value having more time for your priorities and prefer minimal involvement in marketing tasks.
  • Desire a partnership with a specialized agency that limits its client base, offering personalized attention.

  • Company Information

  • Marketing Questions

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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