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.
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.
Any other key contact's name and email
# of Employees (Including Owners)
Who is your custodian or broker/dealer?
Typical Client Profile
Emerging affluent (High earning but less than $500,000 in investable assets)
Mass affluent ($500,000 - $2 million in investable assets)
High net worth ($2 million to $5 million in investable assets)
Very high net worth ($5 million to $30 million in investable assets)
Ultra-high net worth ($30 million+ in investable assets)
What areas of marketing do you need help with?
When would you like to get started?
What is your monthly marketing budget?
Please check all the statements that apply to you.
I easily learn things on my own when provided resources.
I keep myself accountable without the help of others.
I am motivated and driven to implement suggestions quickly.
I easily learn and adopt new technology.
I am able to effectively communicate through digital channels such as email and video recordings.
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This form was created inside of Crystal Marketing Solutions, LLC.