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
January 21, 2022
The 52

The 52: Look to COIs for More Than Referrals

Kristen Luke
January 21, 2022
The 52
The 52: Look to COIs for More Than Referrals

Not getting referrals from COIs? Try this approach instead.

Kristen Luke
January 14, 2022
The 52

The 52: How to Know If You Picked a Good Niche

Kristen Luke
January 14, 2022
The 52
The 52: How to Know If You Picked a Good Niche

Answering these 11 questions will tell you if your niche has potential.

Kristen Luke
January 7, 2022
The 52

The 52: Define the One Problem You Solve

Kristen Luke
January 7, 2022
The 52
The 52: Define the One Problem You Solve

Why prospects don’t understand what you do.

Kristen Luke
December 31, 2021
The 52

The 52: Business Books to Read in 2022

Kristen Luke
December 31, 2021
The 52
The 52: Business Books to Read in 2022

My favorite books of 2021.

Kristen Luke
December 24, 2021
The 52

The 52: Don’t Want to Write? Try AI!

Kristen Luke
December 24, 2021
The 52
The 52: Don’t Want to Write? Try AI!

Week 52: Let AI do your marketing for you.

Kristen Luke
December 17, 2021
The 52

The 52: Your First-Mover Advantage Is Slipping Away

Kristen Luke
December 17, 2021
The 52
The 52: Your First-Mover Advantage Is Slipping Away

Week 51: Online reviews will be commonplace by 2022.

Kristen Luke
December 10, 2021
The 52

The 52: A Simple Way to Develop Your Marketing Message

Kristen Luke
December 10, 2021
The 52
The 52: A Simple Way to Develop Your Marketing Message

Week 50: The one book to read this holiday break.

Kristen Luke
December 3, 2021
The 52

The 52: Get Out and About

Kristen Luke
December 3, 2021
The 52
The 52: Get Out and About

Week 49: Make 2022 the year of in-person interaction.

Kristen Luke
November 26, 2021
The 52

The 52: Repeat Your Message

Kristen Luke
November 26, 2021
The 52
The 52: Repeat Your Message

Week 48: If you think you are repeating yourself, good!

Advisor Perspectives
November 26, 2021
Industry

Are You Ready for Marketing to Get Harder in 2022?

Advisor Perspectives
November 26, 2021
Industry
Are You Ready for Marketing to Get Harder in 2022?

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

Source: https://www.advisorperspectives.com/articles/2021/11/26/are-you-ready-for-marketing-to-get-harder-in-2022

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