Insights for Financial Advisors

Business EN ↓ 59 episodes

Crystal Lee Butler, MBA has over a decade of experience helping small businesses achieve financial growth. Her consultation includes strategic marketing, website management, graphic design, advertising, merchandising, electronic mail, mass mail, social media, branding, and event planning. Crystal collaborates with clients to develop effective marketing plans and provide the back office support required to implement successful strategies.

Author

Insights for Financial Advisors

Episodes

4 Marketing Cornerstones for Financial Advisors 09.08.2022 7:40

Crystal is the founder & CEO of Crystal Marketing Solutions (CMS), a marketing agency dedicated to collaborating with independent financial advisors. To learn more about how CMS can help you go to: crystalmarketingsolutions.com

Insights On How To Develop The Mindset Of A Champion 30.10.2018 34:26

Crystal Lee Butler speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide, about how to develop the mindset of a champion. For more on this episode go to: crystalmarketingsolutions.com/episode-7 Crystal is the founder & CEO of Crystal Marketing Solutions (CMS), a marketing agency dedicated to collaborating with independent financial advisors. To learn more about how...

Insights on How to Become Stress Resilient 24.10.2018 31:11

Key insights on stress. How to recognize, manage, and reduce it. Crystal Lee Butler speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide. For more on this episode go to: crystalmarketingsolutions.com/episode-6 Crystal is the founder & CEO of Crystal Marketing Solutions (CMS), a marketing agency dedicated to collaborating with independent financial advisors. To lea...

Insights on Stress and Ways to Reduce It 17.10.2018 22:14

How to become and remain a stress resilient financial professional. Crystal Lee Butler speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide. For more on this episode go to: crystalmarketingsolutions.com/episode-6 Crystal is the founder & CEO of Crystal Marketing Solutions (CMS), a marketing agency dedicated to collaborating with independent financial advisors. To...

Insights on Retaining Ideal Clients 10.10.2018 24:32

The key pieces to retaining ideal clients, how to ask the right questions, and how to actually listen to the answers. Crystal speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide. For more on this episode go to: crystalmarketingsolutions.com/episode-4 Crystal is the founder & CEO of Crystal Marketing Solutions (CMS), a marketing agency dedicated to collaborating w...

Insights on How to Attract Female Clients 03.10.2018 13:23

Why and how attracting and retaining female clients is important to financial professionals. Crystal speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide. For more on this episode go to: crystalmarketingsolutions.com/episode-3 Crystal is the founder & CEO of Crystal Marketing Solutions (CMS), a marketing agency dedicated to collaborating with independent financial...

Insights on How to Select Ideal Clients 26.09.2018 12:57

Breaking down the five steps to finding the ideal client. Crystal Lee Butler speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide. For more on this episode go to: crystalmarketingsolutions.com/episode-2 Crystal is the founder & CEO of Crystal Marketing Solutions (CMS), a marketing agency dedicated to collaborating with independent financial advisors. To learn more...

Introduction To Insights for Financial Advisors Podcast 19.09.2018 3:24

In this inaugural episode of Insights for Financial Advisors Podcast, host Crystal Lea Butler gives you a taste of what to expect from the show, insights on what it takes to run an effective financial advisory firm, and details on how she aims to provide you with informative, engaging, and applicable information. For more on this episode go to: crystalmarketingsolutions.com/episode-1/ Crystal is t...

How to Get Google Reviews from Your Clients, and Why It Works 3:13

Asking for Google reviews feels awkward for a lot of advisors, which is exactly why so few of them do it. Here’s a simple way to ask that works, and what to do once the reviews start coming in. For more on this episode, go to: crystalmarketingsolutions.com/blog Crystal Lee Butler, MBA, is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual...