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.

Key Moments: 

[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


Quotable Moment:

“I have this unquenchable thirst to understand how to efficiently use money as a tool and then teach my clients how to do the same.”

Crystal Clear Finances CEO


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