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Summer Planning for Fall Marketing
Take advantage of the relative calm.
Summer Planning for Fall Marketing
Summer is upon us, marking it the perfect time to proactively plan for your fall marketing endeavors. While it's common for prospects to overlook your marketing efforts during the summer months, their engagement tends to increase as the fall season approaches. The summer presents an opportunity for valuable planning time.
During this season, take advantage of the relatively quieter period to establish your marketing goals and strategies for the September through November marketing push. Consider the online or offline events you want to host and start thinking about relevant seasonal topics and themes that will resonate with your target audience in the fall.
By strategically planning your fall marketing initiatives during the summer months, you can position yourself to captivate your audience when they become more receptive in the coming months.
Written by humans. Edited by artificial intelligence (ChatGPT-4).
Staying “On Niche”: The Secret to Aligning Your Marketing for Success
Staying “on niche” helps financial advisors to stand out from the competition. By consistently aligning all aspects of their marketing efforts to their niche, advisors become trusted experts and enjoy long-term success.
Create Email Campaigns in Gmail
Email marketing is easier than ever.
Create Email Campaigns in Gmail
Sending email campaigns is easier than ever. Gone are the days of needing dedicated marketing email software like Constant Contact or Mailchimp, or automation tools like HubSpot. Now, you can launch visual email campaigns straight from your Gmail account, reaching hundreds of recipients at once.
Gmail offers a diverse range of graphic email layouts, supporting up to 1,500 individual emails in a single send. This is ideal for beginners starting an email newsletter without the complications of using Mailchimp or similar platforms. Plus, it's perfect for creating campaigns that resemble a direct, one-on-one email from you.
Discover more about this feature and how to set it up here.
Written in collaboration with artificial intelligence (ChatGPT-4). Edited by a human.
Kaleido Creative Studio Launches OnNiche®: A Niche-Based Marketing System for Financial Advisors
SAN DIEGO—June 1, 2023—Kaleido Creative Studio, a marketing consulting firm specializing in financial advisors, is proud to announce the launch of OnNiche®, a marketing system designed to help advisors stand out in a crowded market.
Launching July 1, OnNiche® guides individual financial advisors and Registered Investment Advisors (RIAs) in developing a niche-based marketing strategy to consistently attract ideal clients. More information is available at OnNiche.com.
According to Kristen Luke, President of Kaleido Creative Studio, “We understand that the marketing efforts employed by many RIAs often fall short of producing tangible results. That’s why we’ve developed OnNiche®. This niche-based marketing system will help position advisors as in-demand experts in their specific niches.”
Luke added: “By implementing a niche strategy, advisors can change their marketing approach forever, working only with clients who value their expertise.”
With 15 years of experience working with hundreds of independent financial advisors, from firms just starting out to multibillion-dollar AUM enterprise RIAs, Kaleido Creative Studio has developed a niche-based marketing system based on its most successful engagements. The collaborative, done-with-you, OnNiche® system is built on four main steps: identifying a niche, building a marketing platform, establishing authority, and becoming “uncomparable.”
OnNiche® is ideal for RIAs and advisors who are frustrated with traditional and trendy marketing efforts that fall short and are seeking a more effective way to market their business. By adopting this niche marketing approach, financial professionals can stop wasting time and money on ineffective strategies and start seeing tangible results.
“We are excited to launch OnNiche® and help RIAs and financial advisors differentiate themselves through niche marketing,” Luke said. “Our niche-based marketing system can help advisors become ‘uncomparable’ by positioning themselves as experts in their niches, ultimately leading to more meaningful client relationships and business growth.”
For more information, please visit OnNiche.com.
About Kaleido Creative Studio
Kaleido Creative Studio is a marketing consulting firm that specializes in helping Registered Investment Advisors and their employees differentiate themselves through niche marketing. The company’s president, Kristen Luke, is a leading authority in marketing for financial advisors and has extensive experience in helping professionals position themselves as experts in their field. For more information, visit OnNiche.com or kaleidocreative.com.
Persisting Through Boredom
The power of staying the course.
Persisting Through Boredom
Staying consistent with your marketing efforts is critical, even when it feels monotonous. Boredom is a positive sign that you’ve found a rhythm and routine that work. Familiarity and repetition lead to predictability with your prospects and create trust.
Routine communications, regular outreach, and sustained visibility all generate momentum over time. While the allure of a new strategy might be tempting, remember that consistency fosters trust, recognition, and loyalty in your niche.
Don’t let fleeting feelings of boredom detract from the benefits of a stable, reliable marketing plan. Persistence in your efforts not only reinforces your commitment to your niche but also cements your connection with your clients and prospects.
Written in collaboration with artificial intelligence (ChatGPT-4). Edited by a human.
AI for Graphic Design
AI tools can help beyond copywriting.
AI for Graphic Design
This week’s tip is inspired by a suggestion from Jim Ludwick, founder of Procrastination Junction, a sales skill coaching program for fee-only advisors.
Artificial intelligence isn’t just for writing anymore. It’s making big moves in graphic design and web programming too. Take MarketingBlocks.ai, for example. This tool is designed to take care of many different marketing tasks. It can create videos, produce voiceovers, handle graphic design, and build and optimize landing pages. In essence, MarketingBlocks.ai is evolving into a one-stop solution for all your audio-visual marketing needs. For DIYers without technical design skills, this tool is a fantastic resource.
Adapting to Social Media’s Uncertain Future
Stay ahead in the changing world of social media.
Adapting to Social Media’s Uncertain Future
There is an ongoing debate surrounding social media’s potential decline that is primarily driven by concerns about mental health, privacy, and misinformation. These factors have led some users to reduce engagement or even leave platforms altogether.
For financial advisors who have found success in social media marketing, there is no need for immediate concern. However, it is wise to consider contingency plans and explore additional channels for reaching prospects.
For those who don’t have an existing social media strategy but are considering trying it out, it’s important to manage expectations. You may not achieve the same level of success as advisors who leveraged these platforms earlier. You can also explore alternative channels for engagement.
The key to success lies in remaining adaptable, enabling you to navigate the ever-changing social media landscape effectively.
Written in collaboration with artificial intelligence (ChatGPT-4). Edited by a human.
Build Your Network
The secret to success—a large network.
Build Your Network
I work with many financial advisors entering niche markets, and those who achieve success quickly often have an existing network in that niche. They’ve built trust and credibility over time, so when they focus their marketing on that niche, people in the community are eager to work with them.
For instance, an advisor with connections to doctors on LinkedIn received an inquiry from a doctor soon after updating his profile to reflect his new specialization. Another advisor, experienced in a specific industry, launched a business to serve his former peers and quickly gained traction after announcing it.
To succeed in a niche, build a strong network as soon as possible, either online or offline, or both. A strong network not only accelerates marketing success but also supports long-term growth. Remember, people do business with those they know, like, and trust, so prioritize relationship building.
Written in collaboration with artificial intelligence (ChatGPT-4). Edited by a human.
Referrals versus Word of Mouth: What’s the Difference?
Instead of constantly developing a new marketing plan each year (or quarter, as I recommend), it's best to work the plan. In those periods, establish a marketing routine rather than creating an entirely new plan.