Questionnaire
In order to best serve our clients, we only work with a select number of clients at a time. At the current moment, we are at capacity but we encourage advisors interested in working with CMS to reserve a spot on our waitlist by filling out this Q&A. Once we foresee availability, we will contact you in the order you were placed on the list to schedule an introductory call.

Crystal Marketing Solutions will likely be a fit if you:
• Are fee-only, fee-based, or hybrid Registered Investment Advisors.
• Have up to $1 million in revenue.
• Serve individuals, families, business owners, pre-retirees, retirees, and/or associated targets.
Waitlist Questionnaire
By completing this form you are submitting your request to be placed on our waitlist. Once we open our waitlist we will contact you for an introductory 30-minute call so we can learn more about your business and marketing needs and explore how we can work together.
Your Name
Phone Number *
Email *
Company Information
Company Name *
Company Address
Website
Any other key contact's name and email
# of Employees (Including Owners)
AUM
Who is your custodian or broker/dealer?
Typical Client Profile
Clear selection
Marketing Questions
What areas of marketing do you need help with? *
When would you like to get started?
MM
/
DD
/
YYYY
What is your monthly marketing budget? *
Please check all the statements that apply to you.
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