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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.
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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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Here is a list of some of the podcasts I enjoy in my not so ample free time. I tend to listen to these as part of my morning routine, driving, or part of my evening routine. It also helps the time go by faster when I am doing dreaded chores around the house like...read more
Welcome to the New Window to LRPC A financial adviser's website serves as a tool to build trust and create relationships with clients and potential clients. Very rarely will a first time visitor turn into a client right away. They are going to use your website to find...read more
Writing holds enormous potential for financial advisors. The key is to create a continuous stream of valuable information for their clients, prospects and anyone else that may land on the post.
How can you transition the use of your content marketing to drive traffic, establish yourself as an expert and ultimately grow your business? That’s exactly what I’ll tackle in this article, highlighting three main steps: finding your voice, creating a routine and managing and monitoring your results.read more