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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 my previous article in this series on funnels for financial advisors, I talked about what is a lead and why they are important. Now you need the actionable steps to start gathering the information you need. There are two primary ways to get leads. One is through...read more
A lead is a person who has shown interest in your company in some way. It is a “potential sale.” They may come from website visitors, social media, or blogs. Based on their interaction with you (or your content) they are slightly interested in what you have to say. But how do you know if someone is actually a lead or just a visitor?read more
Marketing funnels describe how potential customers move from looking to buying. Advisors can and should use that concept. In this multi-part series, I will explain how advisors can gain more control over the funneling process. In this first part, I will define a funnel and why it is essential to your marketing strategy.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.