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S3 E7: Faith-Based Planning Strategies with Crystal Clear Finances
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Today we welcome the founder and CEO of Crystal Clear Finances to the show to share her passion for financial planning and education. Crystal and her business have a very unique way of constructing portfolios by using life insurance and faith-based investing, and that separates her from other professionals. Plus, you’ll get to learn more about how Crystal utilizes the Circle of Wealth system.
Along with planning, Crystal Clear Finances has a clear and successful marketing strategy that we’ll discuss as well. If you want to get a better idea of how to move prospects through the sales funnel, you’ll want to listen to what Crystal has to say on the show.
TIMESTAMPS:
1:41 – Welcome in Crystal
2:09 – Favorite running race memory
5:09 – Her financial journey
9:17 – How she leverages public events
11:42 – Moving people through the sales funnel
15:31 – A new strategy they’re using
17:43 – How she views life insurance
22:00 – Proper mixture of assets
24:29 – Circle of Wealth system
29:43 – Her Instagram show
32:19 – What is Faith-Based Investing
37:11 – The partnership with Crystal Clear
41:37 – One life lesson
ABOUT OUR GUEST: http://crystalclearfinances.com/crystal-langdon/
MORE INFORMATION: https://advisordevelopmentshow.com/
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