Kaleido Creative Studio

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
November 15, 2024
The 52
Kristen Luke
10 Ways to Repurpose a Single Podcast Episode

Make your content work harder.

10 Ways to Repurpose a Single Podcast Episode
November 5, 2024
Industry
Kristen Luke
Empowering Employee Advisors Who Struggle With ...

A firm can encourage its employee advisors to contribute to business development efforts by becoming a 'big fish in a small pond' and using niche marketing.

Empowering Employee Advisors Who Struggle With Business Development By Narrowing Them Into A Niche
Advisor Perspectives
November 22, 2022
Industry

Are You Selling Life Rafts or Sailboats?

Advisor Perspectives
November 22, 2022
Industry
Are You Selling Life Rafts or Sailboats?

If you aren’t willing to niche, at least decide whether you are trying to help your clients thrive or survive. Then build a message around one of those themes. Are you selling them life rafts (survive) or sailboats (thrive)?

Source: https://www.advisorperspectives.com/articles/2022/11/22/are-you-selling-life-rafts-or-sailboats

Kristen Luke
November 16, 2022
Blog

Are You Selling Life Rafts or Sailboats?

Kristen Luke
November 16, 2022
Blog
Are You Selling Life Rafts or Sailboats?

If you serve diverse groups of clients, you might find messaging that resonates with all of them by considering whether your clients are in the life-raft or sailboat category of financial planning.

Kristen Luke
November 11, 2022
The 52

The 52: Don’t Hide Behind Development

Kristen Luke
November 11, 2022
The 52
The 52: Don’t Hide Behind Development

Development should be a fraction of interaction.

Kristen Luke
November 4, 2022
The 52

The 52: Be Consistent with Your Niche Message on Social Media

Kristen Luke
November 4, 2022
The 52
The 52: Be Consistent with Your Niche Message on Social Media

You need to hammer home one message.

Kristen Luke
October 28, 2022
The 52

The 52: By the Time You Need Marketing, It’s Too Late

Kristen Luke
October 28, 2022
The 52
The 52: By the Time You Need Marketing, It’s Too Late

Like any investment, it takes time to see a return.

Kristen Luke
October 21, 2022
The 52

The 52: Not Every Firm Should Niche

Kristen Luke
October 21, 2022
The 52
The 52: Not Every Firm Should Niche

Sometimes not niching is the right decision.

Kristen Luke
October 14, 2022
The 52

The 52: Sell Solutions, Outcomes, and Transformation, Not Products or Services

Kristen Luke
October 14, 2022
The 52
The 52: Sell Solutions, Outcomes, and Transformation, Not Products or Services

Prospects want outcomes, not services.

Kristen Luke
October 7, 2022
The 52

The 52: Marketing Strategies for the Introverted Financial Advisor

Kristen Luke
October 7, 2022
The 52
The 52: Marketing Strategies for the Introverted Financial Advisor

Being an introvert doesn’t mean your marketing has to be less effective.

Advisor Perspectives
October 6, 2022
Industry

Marketing Strategies for the Introverted Financial Advisor

Advisor Perspectives
October 6, 2022
Industry
Marketing Strategies for the Introverted Financial Advisor

Introverted financial advisors can stand out from the competition. Here are three marketing strategies to help you play to your strengths as an introvert.

Source: https://www.advisorperspectives.com/articles/2022/10/03/marketing-strategies-for-the-introverted-financial-advisor

Kristen Luke
September 30, 2022
The 52

The 52: Dictate Your Blog

Kristen Luke
September 30, 2022
The 52
The 52: Dictate Your Blog

Use Microsoft Word’s dictate feature.

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