Kaleido Creative Studio

June 23, 2025
Industry
Kristen Luke
Attracting Ideal Clients Through Niche ...

Kristen Luke shares how niche marketing helps financial advisors stand out, attract ideal clients, and grow with purpose.

Attracting Ideal Clients Through Niche Marketing with Kristen Luke
May 12, 2025
Industry
Kitces.com
How Financial Advisors Can Leverage The ...

Financial advisors can stand out and attract more clients by using micro-targeted marketing strategies tailored to specific client characteristics or needs, even without committing to a defined niche.

How Financial Advisors Can Leverage The Effectiveness Of Niche Marketing Without Having One
April 25, 2025
Industry
Advisor Perspectives
Why Your Marketing Feels Scattered … and How to ...

If your marketing feels scattered, it’s not because you’re doing too little — it’s because you’re missing answers to two key questions: Who? And how?

Why Your Marketing Feels Scattered … and How to Fix It
December 6, 2024
The 52
Kristen Luke
Stand Out by Doing What Others Aren’t

Look for low competition and underutilized strategies.

Stand Out by Doing What Others Aren’t
November 29, 2024
The 52
Kristen Luke
10 Key Marketing Lessons Financial Advisors Can ...

Apply election strategies to your marketing.

10 Key Marketing Lessons Financial Advisors Can Learn from the 2024 Election
Kristen Luke
November 24, 2021
Blog

Are You Ready for Marketing to Get Harder?

Kristen Luke
November 24, 2021
Blog
Are You Ready for Marketing to Get Harder?

Here are three reasons marketing will only get harder for financial advisors. Yet the situation isn’t hopeless. You can adopt strategies that make your marketing easier even with the changes on the horizon.

Kristen Luke
November 19, 2021
The 52

The 52: Create One Clear and Simple Message

Kristen Luke
November 19, 2021
The 52
The 52: Create One Clear and Simple Message

Week 47: Do you have a clear and simple message people remember?

Kristen Luke
November 12, 2021
The 52

The 52: Create Content Focused on Your Prospects’ Questions, Problems, and Aspirations

Kristen Luke
November 12, 2021
The 52
The 52: Create Content Focused on Your Prospects’ Questions, Problems, and Aspirations

Week 46: Are economic updates really helping you connect with prospects?

Advisor Perspectives
November 10, 2021
Industry

Four Reasons Why Your Marketing Isn't Connecting with Prospects

Advisor Perspectives
November 10, 2021
Industry
Four Reasons Why Your Marketing Isn't Connecting with Prospects

If you’re struggling to attract new clients, it’s because prospects have a difficult time differentiating you. Prospective clients face four realities that will overwhelm their decision-making process.

Source: https://www.advisorperspectives.com/articles/2021/11/10/four-reasons-why-your-marketing-isnt-connecting-with-prospects

Kristen Luke
November 9, 2021
Blog

How to Compete for Clients on Your Terms: 4 Key Realities Advisors Face

Kristen Luke
November 9, 2021
Blog
How to Compete for Clients on Your Terms: 4 Key Realities Advisors Face

If you’re struggling to attract new clients other than from referrals, it’s probably because prospects have a difficult time differentiating you. Prospective clients face four realities that can end up overwhelming their decision-making process.

Kristen Luke
November 5, 2021
The 52

The 52: Additional Domain Names Do Not Help Your Search Engine Rankings

Kristen Luke
November 5, 2021
The 52
The 52: Additional Domain Names Do Not Help Your Search Engine Rankings

Week 45: Don’t buy those domains people are trying to sell to you.

Advisor Perspectives
November 2, 2021
Industry

Social Media Doesn’t Work for Advisors

Advisor Perspectives
November 2, 2021
Industry

Source: https://www.advisorperspectives.com/articles/2021/10/28/social-media-doesnt-work-for-advisors

Kristen Luke
October 29, 2021
The 52

The 52: Your Social Media Posts Should Be About the Client, Not You

Kristen Luke
October 29, 2021
The 52
The 52: Your Social Media Posts Should Be About the Client, Not You

Week 44: Stop talking about yourself; start talking to your prospect.

Kristen Luke
October 27, 2021
Blog

Social Media Doesn’t Work All That Well for Financial Advisors. Try These Channels Instead

Kristen Luke
October 27, 2021
Blog
Social Media Doesn’t Work All That Well for Financial Advisors. Try These Channels Instead

With few exceptions, financial advisors don’t generate the leads they want with a social media strategy. They should consider the influencer and search channels to get more exposure to their target market and, thus, leads.

Kristen Luke
October 22, 2021
The 52

The 52: A Niche May Require a Creative Fee Structure

Kristen Luke
October 22, 2021
The 52
The 52: A Niche May Require a Creative Fee Structure

Week 43: A straight AUM fee structure may not work for your niche.

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