The Marketing Solution

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

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.

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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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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