The Marketing Solution

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

Creating an Optimal Office Atmosphere

Having a welcoming and inviting office atmosphere goes beyond just making sure your visiting clients and prospects feel comfortable. It defines how you and your staff are perceived and contributes to overall client satisfaction and retention. It can also affect the...

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Google’s Hidden Gems

Everyone has heard of Google and the many apps that they provide for organizing and staying connected in your personal life. If you are not utilizing it in your financial advisory firm as well, you are missing out.

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Meet Crystal

Crystal Lee Butler, MBA
Crystal Lee Butler, MBA is a creative marketer and results-oriented business consultant with over a decade of experience collaborating with independent advisors. At Crystal Marketing Solutions, she delivers 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.

What You Need for a Successful Onboarding Process

Client onboarding is the process of welcoming new clients into your business, addressing their questions and concerns, and ensuring they understand all of the services available to them. It really is just a continuation of the conversation they have already been having with you during the nurturing or referral processes.

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What You Should Know Before Using Stock Images

Pretty pictures could cost you a pretty penny Stock photos are a great way to enhance your firm’s brand, but beware before you just copy and paste whatever picture grabs your attention from Google images – it could cost you! We live in a visual world – motivated and...

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Blind Courtesy Copying 101

As a financial advisor you have certain groups of people that receive keys pieces of information from you on a regular basis. Have you ever stopped to see if the recipients of your email can see everyone else’s personal information?

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