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
May 13, 2022
The 52

The 52: Don’t Obsess About Vanity Metrics

Kristen Luke
May 13, 2022
The 52
The 52: Don’t Obsess About Vanity Metrics

Focus on the metrics that matter.

Kristen Luke
May 12, 2022
Blog

Year 1 Niche Marketing Plan for Financial Advisors

Kristen Luke
May 12, 2022
Blog
Year 1 Niche Marketing Plan for Financial Advisors

It can take three years before a niche focus takes off for your financial advisory business. This article covers seven marketing steps for year one to ensure you lay a solid foundation for success.

Advisor Perspectives
May 6, 2022
Industry

Should Advisors Have More Than One Niche?

Advisor Perspectives
May 6, 2022
Industry
Should Advisors Have More Than One Niche?

Firms often consider launching multiple niches rather than focusing on just one. Though sometimes successful, this approach can dissipate your marketing efforts. This article offers guidelines to determine whether having multiple niches is for you.

Source: https://www.advisorperspectives.com/articles/2022/04/28/should-advisors-have-more-than-one-niche

Kristen Luke
May 6, 2022
The 52

The 52: Leverage the Networks of Others

Kristen Luke
May 6, 2022
The 52
The 52: Leverage the Networks of Others

Don’t attempt to build your own network right away.

Kristen Luke
April 29, 2022
The 52

The 52: Quality or Quantity? Which Is Better for a Blog Post?

Kristen Luke
April 29, 2022
The 52
The 52: Quality or Quantity? Which Is Better for a Blog Post?

The answer depends on your goals.

Kristen Luke
April 22, 2022
The 52

The 52: Can You Have More Than One Niche?

Kristen Luke
April 22, 2022
The 52
The 52: Can You Have More Than One Niche?

The answer depends on your available resources.

Kristen Luke
April 20, 2022
Blog

Can Financial Advisors Have More Than One Niche?

Kristen Luke
April 20, 2022
Blog
Can Financial Advisors Have More Than One Niche?

This article offers rules of thumb for three types of financial advisory firms to help determine whether having multiple niches is for you.

Advisor Perspectives
April 19, 2022
Industry

The 12-Week Advisor Marketing Plan

Advisor Perspectives
April 19, 2022
Industry
The 12-Week Advisor Marketing Plan

Give yourself a year to implement a marketing plan, and it will promote procrastination and won’t be nimble. Instead of planning out your advisory firm’s marketing tactics for an entire year, create a plan that spans just 12 weeks.

Source: https://www.advisorperspectives.com/articles/2022/04/18/the-12-week-advisor-marketing-plan

Kristen Luke
April 15, 2022
The 52

The 52: Qualify Your Prospects Using Your Scheduling Software

Kristen Luke
April 15, 2022
The 52
The 52: Qualify Your Prospects Using Your Scheduling Software

Stop wasting your time on calls with people who won’t become clients.

Kristen Luke
April 13, 2022
Blog

The 12-Week Financial Advisor Marketing Plan

Kristen Luke
April 13, 2022
Blog
The 12-Week Financial Advisor Marketing Plan

A 12-month marketing plan isn’t nimble and promotes procrastination. Instead. create a marketing plan that spans just 12 weeks. Here’s how.

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