EXPERIENCE |
With over a decade of experience helping small businesses achieve financial growth, Crystal knows exactly what it takes to make marketing work for financial professionals. After earning her Masters of Business Administration at Francis Marion University in 2009, Crystal went on to become the Director of Business Development for Armstrong Wealth Management Group, where she helped grow the business by 26 percent during an economic recession. During her time there, Crystal achieved success by creatively generating leads via community events, website interaction, and social media outreach. In 2011, Crystal launched Crystal Marketing Solutions, LLC (CMS). Today, the firm continues to help independent RIAs and LPL financial advisors create successful marketing strategies that achieve financial growth. Crystal and her team know that every great business relationship is all about collaboration, so by listening to their clients and understanding their needs, they develop effective marketing plans and provide the back office support required to implement successful strategies. Crystal Marketing Solutions offers services which include strategic marketing, website management, graphic design, advertising, merchandising, email, mass mail, social media, branding, and event planning. |
Life is like Google. You just need to know what you are searching for.
Why Every Independent Financial Advisor Needs an Online Appointment Scheduler
If there’s one thing business owners are short on, it’s time. As an independent financial advisor, time can be one of your most valuable resources, or it can work against you. It all comes down to how well you manage it. Fortunately, the right technology...read more here! |
Fuel Your Journey: Books and Podcasts for Growth
One of the biggest advantages of running an agency that supports independent financial advisors is the camaraderie we share with our fellow small business owners and their teams. We’re enthusiastic about professional and personal development and abide by the sentiment that “my success is your success.” So whenever...read more here! |
“As a solo financial advisor, I knew I needed help to take my website into the 21st century. Crystal has helped me overhaul my marketing and client experience and the process has been smooth with her introducing me to easy to implement tools. After working with Crystal Marketing Solutions I have seen my website traffic increase by 90%. I have also seen an increase in leads and how a consistent social media presence and a blog have helped improve my business. I couldn’t be happier to work with Crystal and recommend CMS to other financial advisors.” John J. Diak, CFP - Oatley & Diak, LLC
“Crystal Marketing Solutions was highly recommended to us by another financial marketing professional whose opinion we trust. Since partnering with CMS, we have consistently received timely, expert support. We feel confident knowing our marketing and communication materials are handled professionally and effectively." Peggy Creveling - Creveling & Creveling Private Wealth Advisory
“Crystal Marketing Solutions was highly recommended to us by another financial marketing professional whose opinion we trust. Since partnering with CMS, we have consistently received timely, expert support. We feel confident knowing our marketing and communication materials are handled professionally and effectively." Peggy Creveling - Creveling & Creveling Private Wealth Advisory