A marketing blog specifically for independent advisors and financial advisory firms.
In the financial advisory profession, marketing is not just an art – it's your ladder to success. Yet, this ladder needs a strong safety net: a deep understanding of compliance that ensures your business thrives securely. The domain of financial advisory marketing is tightly governed by stringent regulations designed to ...
Video communication is transforming the way financial advisors connect with clients and prospects. More than just a tool for marketing on platforms like YouTube, Instagram Reels, or TikTok, video is a dynamic medium for personal, direct engagement. Our clients find that incorporating video into various aspects of their client communications ...
As a parent and business owner, homeschooling has been filled with unique challenges and rewards. When my husband Allen and I decided first to start homeschooling Audrey, who is now in third grade, our decision was influenced by the unusual difficulties of the COVID-19 pandemic. Looking back, it's fascinating to ...
Running an advisory practice is harder than most people think, but the hard work and sacrifice are worth it. Once you figure out how to earn a great income doing fulfilling work on your own terms, there’s no turning back. After all, one of the biggest perks of becoming an ...
Building strong, trust-based relationships is at the heart of a successful financial advising business. But those connections don't just happen during one-on-one consultations; they start with your marketing strategy. To stand out from the competition, you need to present yourself and your firm in a way that encourages potential clients ...
Financial advisors face unique challenges when growing their client base. While your financial acumen is important, much of your business success hinges cultivating lasting relationships with not just your clients but their family members. An effective marketing strategy recognizes this and incorporates opportunities to nurture existing clients and attract new ...
About Crystal
Crystal Lee Butler, MBA is the owner of Crystal Marketing Solutions, a full-service marketing agency dedicated to working specifically with independent financial advisors. Since 2011, she’s helped financial advisors cut through the noise to attract ideal clients and grow their businesses using proven strategies that we use with our clients every day. As your “Chief Marketing Officer,” our goal is to help you grow your business and put time back on your calendar so that you can focus on what you do best: serving your clients.
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