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This podcast has
63 episodes
Language
EnglishPublisher
Insights for Financial AdvisorsExplicit
No
Date created
2018/11/07
Latest episode
2026/11/12
Average duration
6 min.
Release period
21 days
Description
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.
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Check latest episodes from Insights for Financial Advisors podcast
Are You Letting Perfect Get in the Way of Good Marketing?
2026/11/12
How many times have you rewritten a LinkedIn post that was ready to publish? If you’re a financial advisor, one question your clients ask all the time can be enough for a useful post. Crystal Lee Butler shares how to tell when another round of edits is worth it and when it’s time to publish.
Read the full article: https://crystalmarketingsolutions.com/blog/marketing-content-perfectionism
Crystal Marketing Solutions provides done-for-you marketing for independent financial advisors and small advisory teams. https://crystalmarketingsolutions.com
#FinancialAdvisorMarketing #ContentMarketing #MarketingPerfectionism
Marketing Still Taking Too Much of Your Time? Here’s Why
2026/11/10
Your marketing may be getting done without giving you much time back. Learn how separating advisor responsibilities from day-to-day marketing management can help you decide what should stay with you and what can move off your plate.
Stop Starting Over: Build a Repeatable Marketing System
2026/10/27
If your marketing keeps falling off the list, trying harder probably isn’t the answer. The advisors who stay consistent build simple processes around planning, creating, and publishing content so they don’t have to reinvent the marketing wheel every other week.
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 marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
Want More of the Right Clients? Get More Specific
2026/09/08
Trying to appeal to every prospect who could potentially hire you may make it harder to attract the ones you want most. Learn how more specific positioning can help your firm stand out to right-fit clients.
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 marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
How to Get Google Reviews from Your Clients, and Why It Works
2026/07/20
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 marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
Verified or Invisible: Claiming Your Google Business Profile
2026/06/30
Can people actually find your business on Google? If your Google Business Profile isn't verified, you might not show up at all. Here's how verification works (and why it's gotten trickier).
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 marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
Does Your Homepage Pass the 10-Second Test?
2026/06/23
Most advisor homepages spend their first impression on logos and a list of credentials. None of it answers the one question a prospect is really asking. Here's how to make your homepage speak to the right person right away.
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 marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
A Healthy Email List Pays You Back, But It Doesn't Happen by Accident
2026/06/02
Your email list is one of the few marketing assets you actually own, but ownership alone doesn't make it valuable. Without regular upkeep, it loses ground every month. Learn what a healthy email list looks like and the simple habits that keep it working.
Your Email List Is the Most Valuable Marketing Asset You Already Have
2026/05/18
Your email list is full of people who already said yes to hearing from you, so why let it go quiet for months? Learn how a steady, simple email cadence helps advisors stay relevant, retain clients, and earn more referrals.
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 marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
You're Not Bad at Social Media. You're Overthinking It.
2026/05/07
Struggling to stay consistent on social media? Most advisors are overthinking it. Learn a realistic approach for busy advisors.
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 marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
Your Marketing Isn't Failing—It Just Doesn't Have an Owner
2026/04/28
Inconsistent marketing isn't a strategy problem; it's an ownership problem. Learn why designating a marketing point person is the key to consistent execution, whether you're a solo advisor or leading a small team.
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 marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
Is Your Blog Broken or Are You Just Talking to the Wrong People?
2026/04/20
Great writing still misses the mark when it's aimed at the wrong reader. Most advisor blogs default to industry-level language that clients tune out. Small changes in framing and tone can make your content more relatable.
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 marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
Marketing with AI? What Financial Advisors Need to Know
2026/03/10
AI is changing the way financial advisors market their services. Discover practical ways to use it well without sacrificing your brand, strategy, or trust.
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 marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
Don’t Count Print Out: Strategic Print Marketing for Financial Advisors
2026/02/19
For small advisory firms, digital marketing often gets all the attention, but print still matters. Explore how the right printed pieces can help you stand out, build trust, and strengthen client engagement without overwhelming your team.
For more on this episode, go to: https://crystalmarketingsolutions.com/blog
Crystal Lee Butler, MBA, is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
Effective Client Communication Strategies for Busy Advisory Firms
2026/02/01
Effective client communication doesn’t have to be time-consuming. This article explores practical tools like email segmentation, video, social media, and CRM features that help advisory firms streamline communication while deepening client relationships.
For more on this episode, go to: https://crystalmarketingsolutions.com/blog
Crystal Lee Butler, MBA, is the founder and marketing strategist behind Crystal Marketing Solutions (CMS), a premier done-for-you virtual marketing agency dedicated to financial advisors and small advisory firms. With two decades of experience, they execute your marketing, so you can focus on your clients. Visit crystalmarketingsolutions.com to learn more.
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