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Creative marketer and results-oriented business consultant with over a decade of experience delivering exceptional insights for financial professionals enabling them to create a consistent marketing presence so they can focus on the things that matter most to them.
Free Marketing Guide
In the digital age, there is an app or tool that will do almost anything. Don’t be overwhelmed by all the options. Download Crystal’s Marketing Tools Guide and get the inside scoop specifically tailored to financial advisers.
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In order to create effective marketing campaigns it is important to understand the differences (and some similarities) in how each generation prefers to receive digital content. You may be surprised by what you learn!read more
In this part of this series Funnels for Financial Advisers, I will cover the details about the How-to of Lead Nurturing and provide you with the actionable steps, checklists, and templates to get you started.read more
Lead nurturing part encompasses the know, like, and trust process that I have talked about in the past and it is an essential step in getting someone from just looking around your website to actually becoming a client. People want to do business with people they are comfortable with. You have to nurture those leads.read more
Don't Be Shy
Thank you for taking the time to look into my marketing services. If you still have questions, please feel free to reach out to me.