A marketing blog specifically for independent advisors and financial advisory firms.
When you decided to strike out on your own as an independent financial advisor, chances are you were confident in your ability to both help clients grow and manage their wealth and to grow and manage your firm. Otherwise, you’d still be working for someone else. What you may not ...
Back-to-school took on a whole new meaning this year, and just as families are starting to settle back into something resembling normal, we’re being greeted with friendly reminders that the holidays are fast approaching. Everyone has weathered a series of storms since the start of the pandemic, and more people ...
As a financial advisor, your website is often your first chance to make a great impression. So don’t miss out on the opportunity to impress your prospects. Whether your prospects find your site by searching online or researching you after being referred by a friend, failing to make the most ...
I recently published an article, Tips for Getting the Most Out of Your Marketing Photos. I talked about taking photos for your marketing materials. A number of advisors asked me if someone could take their own headshots.You can take your own headshots, but you need to be prepared and aware to get ...
If you are looking for help to take your marketing efforts to the next level, I have created a series that aims to serve as a one-stop guide to content marketing for financial advisors, The Ultimate Financial Advisor’s Guide to Content Marketing.In this series, I will answer questions such as:What is ...
Should financial advisors spend their digital marketing efforts on a specific generation?The best way to promote your services through digital marketing –depends on who is your target market. That depends on the age range of the people you are trying to reach. Your choices can span from the Silent Generation, ...
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.
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