Insights for Financial Advisors


A marketing blog specifically for independent advisors and financial advisory firms.

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 see how our journey has ….

Our Homeschooling Journey: A Blend of Academics, Creativity, and Flexibility
Our Homeschooling Journey: A Blend of Academics, Creativity, and Flexibility

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 to get to know, like, ….

Financial Advisor Marketing: Making Authentic Connections
Financial Advisory Marketing Solutions: Making Authentic Connections

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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.

This website is marketing advertising and does not establish a client relationship, which is only formed when you have signed an engagement agreement. We do not guarantee results and past results do not guarantee future results.

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