S3 E7: Faith-Based Planning Strategies with Crystal Clear Finances

<p>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.</p> <p>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.</p> <p> </p> <p><strong>TIMESTAMPS:</strong></p> <p class="BodyA" style="margin-bottom: 0in; line-height: normal;"> <strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif;">1:41</span></strong> <span style="font-size: 14.0pt; font-family: 'Arial',sans-serif;">– Welcome in Crystal</span></p> <p class="BodyA" style="margin-bottom: 0in; line-height: normal;"> <strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif;">2:09</span></strong> <span style="font-size: 14.0pt; font-family: 'Arial',sans-serif;">– Favorite running race memory</span></p> <p class="BodyA" style="margin-bottom: 0in; line-height: normal;"> <strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif;">5:09</span></strong> <span style="font-size: 14.0pt; font-family: 'Arial',sans-serif;">– Her financial journey</span></p> <p class="BodyA" style="margin-bottom: 0in; line-height: normal;"> <strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif;">9:17</span></strong> <span style="font-size: 14.0pt; font-family: 'Arial',sans-serif;">– How she leverages public events</span></p> <p class="BodyA" style="margin-bottom: 0in; line-height: normal;"> <strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif;">11:42</span></strong> <span style="font-size: 14.0pt; font-family: 'Arial',sans-serif;">– Moving people through the s