Step 1: Complete the Questionnaire
In order to best serve our clients, we only work with a select number of clients at a time. At the current moment, we are at capacity but 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.