Step 1: Complete the Questionnaire
In order to best serve our clients, we only work with a select number of clients at a time. We encourage advisors interested in working with CMS to reserve a spot on our waiting list by filling out this Q&A. Once completed, we will contact you in the order you were placed on the list to schedule an introductory call.
Crystal Marketing Solutions will likely be a fit if you:
• Are a Registered Investment Advisor OR with LPL Financial.
• Have up to $2 million in revenue.
• Serve individuals, families, business owners, pre-retirees, retirees, and/or associated targets.
• Seek customized strategies and assistance in implementing those strategies.
• Are prepared to invest a few hours every month in your marketing, but prefer an experienced marketing professional take charge.
• Want to spend time on the things that matter most to them; time with clients, family, or hobbies.