Kaleido Creative Studio

November 19, 2025
Industry
Kristen Luke
Becoming Uncomparable: Why Your Niche Is Your ...

Catch this conversation between Kristen Luke and author and coach Stacy Ennis on how focusing on the right audience can transform your marketing and your business. You’ll learn the steps that will make your marketing focused, effective, and authentic.

Becoming Uncomparable: Why Your Niche Is Your Superpower
October 22, 2025
Industry
Kristen Luke
How Financial Advisors Can Stand Out Through ...

Stop blending in and start standing out. Most advisors sound the same—but they don’t have to. In this replay from The Podcast Consultant, Meagan Evertson, Director of Client Experience at OnNiche® by Kaleido, shares how financial advisors can use strategic niche marketing to differentiate their message and attract the right clients, including a three-step discovery process to identify and own their niche.

How Financial Advisors Can Stand Out Through Niche Marketing
August 27, 2025
Industry
Kristen Luke
Follow a Marketing Cadence That Sticks—the ...

Kristen Luke shares how a consistent marketing cadence helps advisors stay focused and grow sustainably.

Follow a Marketing Cadence That Sticks—the Annual Reset
July 7, 2025
Industry
Kristen Luke
Why Going Niche Is the Smartest Way to Scale ...

Specializing in a niche isn’t limiting—it’s your fastest path to growth. Bill Cates shares Kristen Luke's insights into standing out and scaling by owning your niche.

Why Going Niche Is the Smartest Way to Scale Fast
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
Kristen Luke
December 9, 2022
The 52

The 52: Become a Guest on a Podcast

Kristen Luke
December 9, 2022
The 52
The 52: Become a Guest on a Podcast

Get in front of a lot of people with minimal time spent.

Advisor Perspectives
December 1, 2022
Industry

Find Your Patient Zero

Advisor Perspectives
December 1, 2022
Industry
Find Your Patient Zero

To market to your niche, start with “patient zero.” Here is how to identify and work with someone who can help drive your firm’s viral growth.

Source: https://www.advisorperspectives.com/articles/2022/11/29/find-your-patient-zero

Kristen Luke
November 30, 2022
Blog

Find Your Patient Zero

Kristen Luke
November 30, 2022
Blog
Find Your Patient Zero

To get the marketing ball rolling for your niche, start with “patient zero.” This article shares how to identify and work with someone who can help drive your firm’s viral growth.

Advisor Perspectives
November 29, 2022
Industry

The Balanced Advisor Podcast: Finding Your Niche with Kristen Luke

Advisor Perspectives
November 29, 2022
Industry
The Balanced Advisor Podcast: Finding Your Niche with Kristen Luke

In this episode of the Balanced Advisor podcast, we discuss how you find your niche, and how you can use that to scale your business and achieve balanced growth.

Source: https://balancedadvisor.libsyn.com/ep-72-finding-your-niche-with-kristen-luke

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.

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