Episode Synopsis "Insights on How to Select Ideal Clients"

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 about how CMS can help you go to: crystalmarketingsolutions.com

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• Insights on How to Select Ideal Clients
• Introduction To Insights for Financial Advisors Podcast