Are you using artificial intelligence (AI) in your work? Whether you’ve embraced it enthusiastically or are still considering its usefulness, none of us can afford to ignore the conversation. The allure of AI tools is undeniable, promising greater efficiency, improved decision-making, and enhanced customer experiences. But amidst the excitement, a ...

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Are AI Tools a Lifesaver or Liability for Financial Advisors?

Looking back on my entrepreneurial journey, I've recognized that my upbringing has fundamentally shaped who I am today. My mother, who had an entrepreneurial spirit, owned an antique shop and was a lifelong learner, served as a significant influence on my life. During my summer breaks, I spent time at ...

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Why I Started Crystal Marketing Solutions

In the early 2000s, a career that allowed a wife and mom to support her family while also having the availability to enjoy spending time with them was rare. But that’s the kind of career I wanted for myself - one that allowed me to work hard, play hard, and ...

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Crystal Marketing Solutions: Building a Business Around What Matters Most

As a financial advisor, you are acutely aware that you need to take every precaution available to protect your clients’ sensitive personal data. But one area of cybersecurity you may not have considered is your business’s online presence and the electronic tools you use for your day-to-day operations.Running and marketing ...

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Protecting Your Brand from Cyberattacks

Communication is the key to building and maintaining strong client relationships. Your regular touchpoints with your clients are the most vital component of successful relationship building. Skipping a check-in with a client is a missed opportunity to strengthen your relationship.In the year's final quarter, there are several ways to help ...

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Year-End Opportunities to Help Clients

As an independent financial advisor, building and growing a sustainable business requires developing a strong marketing foundation. To attract quality prospects, convert them into satisfied clients, and make it easy for those clients to spread the word about your firm, marketing must be integral to what you do.But when small ...

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4 Marketing Cornerstones for Financial Advisors