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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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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
There are two primary ways for lead generation. One is through referrals and/or centers-of-influence (COIs); these are based on word-of-mouth recommendations. But I am going to focus on your website and social media traffic, as these are things over which you have more control.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
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.