Delivering exceptional insights to help improve your marketing presence

Do you want to build your marketing presence and still have the ability to focus on the things that matter most to you?

 

Full Service Marketing services are designed for those who:

  • Are fee-only, fee-based, or hybrid Registered Investment Advisors and have up to $1 million in revenue.
  • Want to communicate the right marketing message and differentiate themselves from their competitors.
  • Seek customized strategies and assistance in implementing those strategies to help their business gain focus, clarity, initiative, and know how.
  • Don’t want to deal with the hassle of training and managing an in-house marketing manager.
  • Are prepared to invest a few hours every month in their marketing, but prefer an experienced marketing professional take charge.
  • Most of all, want to spend time on the things that matter most to them; time with clients, family, or hobbies.

If this is something you’re looking for – then let me take care of it for you.

Set Your MeetingMeet Crystal

Crystal Package

For solo advisers who seek to create a social media presence but don’t have the time or the know-how to do it yourself.

Topaz Package

For solo advisers who want to create a consistent online presence with your website and social media.

Sapphire Package

For financial firms up to $500k in revenue who want to use marketing strategically to help your business grow.

Diamond Package

For financial firms up to $1M in revenue who want to expand your marketing without sacrificing valuable client time.

Full Service Marketing

Hi, I’m Crystal! After successfully working as an in-house marketing professional in the financial industry for over a decade, I have taken my experience and exceptional marketing insights and made them available to an exclusive group of advisers who need assistance with their marketing efforts.  My goal is to help you grow your business and put time back on your calendar so that you can focus on the more important things in your firm and your life.

I am not just a marketing consultant that gives you a list of ideas and then leaves you to complete the work on your own.  I am a creative marketer and business consultant.  I strategically set a plan in place and then see to it that each step is completed to get you closer to your long-term goals.  My experience is with independent advisory firms just like yours and I can use the lessons I have learned to help your marketing strategies be successful.  

Because of my experience, I have intimate knowledge of the unique marketing needs of the financial industry:

  • Best practices used by financial advisers and firms
  • Compliance guidelines & Compliance Max system
  • Various tools & resources that have proven successful for other marketing initiatives

These services are specifically designed to help all types of independent financial advisers who want to take the next step in marketing their business. For a set monthly fee I will collaborate with you and your team to implement marketing strategies on a continuous basis.  I offer various options that allow you to choose the one that most closely fits your needs and/or your budget.

Crystal Package

Monthly Investment $300

For solo advisers who are ready to take the first step in their marketing efforts.  You seek to create a social media presence but don’t have the time or the know-how to do it yourself.

Social media management (3 profiles)
Social media postings (daily)
Available month to month
Email support

As a solo financial advisor I knew I needed help to take my website into the 21st century.  After working with Crystal Marketing Solutions I have seen my website traffic increase 90%.  I have also seen an increase in leads and how a consistent social media presence and a blog have helped improve my business. Crystal has helped me overhaul my marketing and client experience as well.  The process has been smooth and she has introduced me to easy to implement tools.  I couldn’t be happier to work with Crystal and recommend CMS to other financial advisors.

John Diak, CFP®

Oately & Diak, LLC

Topaz Package

Monthly Investment $700

For solo advisers who want to create a consistent online presence with your website and social media.  You want to produce content that will position you as a thought leader in the financial industry but you need direction and some help with managing all of it along with your goals.

Social media management (3 profiles)
Social media postings (daily)
Blog (weekly)
Website management
Online marketing management
Email newsletter (monthly)
Interactive project management
Goal tracking
Project management call (quarterly)

Crystal does a great job on all of our marketing projects. She has completely updated our website twice and did an outstanding job. She also revitalized our monthly newsletter to give it a more personal tone and the response from our clients has been wonderful. When looking for a marketing professional we knew we needed someone with social media expertise and Crystal has gone above and beyond our expectations. She has helped us implement a social media strategy that would have never been possible on our own.

William “Bill” Morrissey, CFP®

Sound Financial Planning, Inc.

Sapphire Package

Monthly Investment $1200

For financial advisers and firms up to $500,000 in revenue who want to use marketing strategically to help their business grow. You not only want to focus on your brand’s image and creating a consistent online presence, but are also ready to take your graphics and printed collateral to the next level as well.

Social media management (6 profiles)
Social media postings (daily)
Blog (weekly)
Website management
Online marketing management
Email newsletter (monthly)
Project management call (monthly)
Interactive project management
Goal tracking
Email lead automation
Database management
Stationary
Marketing collateral (4)
Compliance management

Crystal has been responsive to my needs and helped me to develop a social media and marketing  campaign that has increased my exposure via social media 600%.  I can trust her to deliver what we want, on time, and with a caring eye looking over every detail.  From helping to create articles to promote my book, or press releases to announce milestones in my business, she has been such an asset.  Our most recent project together has been one of our most exciting and I couldn’t have asked for a better professional to promote my business as if it were her own.

Mark Singer, CFP®

Safe Harbor Retirement Planning

Diamond Package

Monthly Investment $2500

For financial advisory firms that have around $1 million in revenue and who want to expand their marketing efforts without sacrificing valuable time with clients. You want the benefit of a full-service marketing professional without the in-house expenses. You want to utilize not only social media and online platforms to reach your clients but improve overall experience with client events and informative publications.

Social media management (10 profiles)
Social media postings (daily)
Blog (weekly)
Website management
SEO optimization
Online marketing management
Email newsletter (2x month)
Email lead automation
Database management

Stationary
Marketing collateral (15)
Print newsletter (quarterly)
Event design management
News release
Project management call (biweekly)
Compliance management
Goal tracking
Interactive project management
Priority support

Crystal has been our marketing consultant since she founded her firm. We continue to rely on her services because of her superb graphic design skills, strong use of technology, solid marketing strategies, and – perhaps most importantly – willingness to customize her service to her individual client. We have utilized her experience throughout the years to improve our website, create various monthly and quarterly publications, help with client event invitations, and expand our online social media profiles to help create the consistent and professional image we are looking for.

Reginald Armstrong, CPWA®

Armstrong Wealth Management Group

I began working with Crystal Marketing Solutions during a transition in ownership of our firm. This was a challenging and exciting time. Crystal created a modern new logo and a complete update to the website. She was there for every step of the way and helped us to introduce a new and updated image while keeping our clients informed and comfortable. Since these changes have been implemented we have seen website traffic users increase over 152%. Social media traffic to our website has also increased 237%. We have also seen that referral traffic is the primary source of our visitors. From the first project to now she has helped us through many exciting changes, and her experience and expertise has been invaluable. She expertly advised us using many innovative ideas that we ultimately incorporated into our new firm. Few people have the opportunity to collaborate with a Marketing Consultant who is also a coach and a colleague – but this is what I do with Crystal even now as she stands in as our Marketing Director and a valuable member of our team.

Julie Anderson Bray, CFP®

GW Financial, Inc.

Not sure which package is right for you?

Need a customized option?

Book Your Free Consultation Call

What will happen during our collaboration?

When you work with Crystal Marketing Solutions I become a trusted consultant and advisor for your business. I work to take marketing tasks and responsibilities off your plate and free up time so you can focus on the activities that matter most to you and your business success.

Here’s what working with me looks like:

Online Project Management BoardProject Management
While we work together we’ll use an online project board to keep communication open and transparent. This tool is also used during marketing meetings to ensure focus and to maximize our time together.

Monthly Retainer for Ongoing Support
This retainer gives you direct one-on-one support and guidance with just a phone call or an email.

Experienced Resources
My experience is with independent financial advisers. This is my specialty. I have seen what works and what doesn’t. I have planned client events, created social media content, polished LinkedIn profiles, developed extensive email campaigns, and reworked websites. I know the key components required for success and results. I enjoy staying on top of what is currently going on in my industry as well as new and relevant technology, and I want to share my passion for creative marketing with your firm.

Liaison
I can serve as a liaison for most third party marketing vendors. While we work together, I represent a part of your team and work in your best interests. I can handle websites, printing, event planning, press releases, and much more. (Note: all third party fees are billed to the client. Including but not limited to hosting, content library, email utility, social media archiving, business listings, and advertising).

Time Frame
All packages are for a minimum of a 12-month commitment unless otherwise noted. After that time they are renewable for another year or can be evaluated on a monthly basis.

I know this is a big decision

Investing in any part of your firm is an important decision to make and I understand that. That’s why I am here and happy to answer every question you may have.

How long will we be working together?

Most packages require a 12-month commitment, then move to month-to-month. If at any time you want to end our collaboration, we require 30 days notice.

Why does it cost so much?

Have you calculated your per hour earnings yet?  If not, it is a great exercise. Take a look at the hours you are spending reading and searching for solutions to build your firm’s marketing as well as all of the hours required to implement them.  This process can be frustrating.  Especially if you do not see the results you would like to.

When you hire me, you are not only getting someone that knows what to do, but you are also adding valuable hours back into your schedule.  You will get direct one-on-one support and guidance with just a phone call or an email.  You will get access to all of the resources I have used for various marketing initiatives.  You will also get all of my experience from working with other financial advisors and firms.
For a set monthly investment you get to let me do what I do best while you now have the time to do what you do best.

How do I know I am ready?

If you consistently feel frustrated and overwhelmed by marketing your business.  If you think you are doing all of the right things but you are not seeing results.  If you want to do more but you are not sure where to start. If you spend a large amount of time looking for new clients rather than servicing your current ones.  I’d also hazard a guess that if you are reading this, you are likely ready for a marketing expert to step in and lend a helping hand.

What is your availability?

To be the best for my clients, I only collaborate with ten full service clients at a time. To inquire about my availability, please contact me. If I am currently at my client limit, you will be put on the waiting list and are welcome to try any of our other services in the meantime.

Next Steps

As an experienced marketing consultant focused on working with financial services firms, I have a proven track record of helping my clients increase their bottom line over the long term. To get started, here’s what happens next.

Discovery Meeting

During this meeting we will discuss your firm, get to know each other, and I will be able to answer any questions you may have.

Proposal

I will use the information gathered and send you a proposal outlining the services that would best fit your firm and your marketing needs.

Solutions Meeting

During this meeting we will review the proposal, I will receive feedback from you, discuss partnership details, and then review the next steps in your marketing journey.

Collaboration

Once the details have been agreed upon, we will then sign a partnership agreement, I will have you complete the new client online program, and schedule your first client meeting.

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.

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