LIFT² Symposium

Crystal Thies

The Use of Social Media in Financial Practice

Crystal first became a financial advisor in 1997 with American Express Financial Advisors. She was quickly recognized as an emerging leader and a technology advocate. Her enthusiasm for technology and computer software knowledge made her the natural choice to help rollout and train all regional advisors on the company’s first advisor managed financial planning software program. Crystal exceeded the goals of the new advisor program and received the President’s Award for Quality Advice in 1998. As the founder and CEO of Crystal Clear Buzz, LLC, Crystal is known as the LinkedIn® Ninja. Her company is focused on helping companies and individuals utilize social media for sales and business development – particularly LinkedIn. Crystal Clear Buzz provides training, custom strategy development, consulting and other services related to maximizing the use of LinkedIn® to find clients and grow revenue. Crystal is the co-author of The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business, published by John Wiley & Sons as part of the Bloomberg Financial Series.