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.


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/

33 episodes