Kaleido Creative Studio

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
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
Kristen Luke
November 8, 2024
The 52

Navigating Your Marketing Journey with a Compass and Map

Kristen Luke
November 8, 2024
The 52
Navigating Your Marketing Journey with a Compass and Map

You need both strategy and tactics to succeed.

Kristen Luke
November 5, 2024
Industry

Empowering Employee Advisors Who Struggle With Business Development By Narrowing Them Into A Niche

Kristen Luke
November 5, 2024
Industry
Empowering Employee Advisors Who Struggle With Business Development By Narrowing Them Into A Niche

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.

Source: https://www.kitces.com/blog/niche-marketing-employee-advisors-ria-independent-employee-business-development-specialization/

Kristen Luke
November 1, 2024
The 52

How to Help Prospects Take Immediate Action

Kristen Luke
November 1, 2024
The 52
How to Help Prospects Take Immediate Action

Create urgency with prospects who don’t feel it.

Kristen Luke
October 28, 2024
Industry

The Riches Are in the Niches

Kristen Luke
October 28, 2024
Industry
The Riches Are in the Niches

Want to break out of the “sea of sameness” among financial advisors? Kristen Luke shares why a niche is the way to go in this Capital Insights™ article. Learn three steps to winning a niche as a financial advisor.

Source: https://www.capitalgroup.com/advisor/practicelab/articles/riches-in-the-niches.html

Kristen Luke
October 28, 2024
Industry

The Riches Are in the Niches

Kristen Luke
October 28, 2024
Industry
The Riches Are in the Niches

Advisors who niche have 67% more take-home income than those who don’t. Kristen Luke joined the PracticeLab podcast to discuss how niche marketing strategies help advisors increase their revenue, among other benefits.

Source: https://open.spotify.com/episode/5qKpKdeqzhufJtoDzcXzg5

Kristen Luke
October 25, 2024
The 52

How to Support Your Advisors' Niche Marketing Efforts

Kristen Luke
October 25, 2024
The 52
How to Support Your Advisors' Niche Marketing Efforts

Empower your employees to bring in business.

Kristen Luke
October 18, 2024
The 52

How to Achieve the Power of Word-of-Mouth Marketing

Kristen Luke
October 18, 2024
The 52
How to Achieve the Power of Word-of-Mouth Marketing

People trust personal recommendations most.

Kristen Luke
October 11, 2024
The 52

How Much Time Should You Spend on Marketing?

Kristen Luke
October 11, 2024
The 52
How Much Time Should You Spend on Marketing?

Three ways to determine your marketing time commitment.

Kristen Luke
October 4, 2024
The 52

How to Get the Most Out of a Trade Show for Your Niche as an Exhibitor

Kristen Luke
October 4, 2024
The 52
How to Get the Most Out of a Trade Show for Your Niche as an Exhibitor

Maximize your success as an exhibitor.

Kristen Luke
September 27, 2024
The 52

How to Get the Most Out of a Trade Show for Your Niche as an Attendee

Kristen Luke
September 27, 2024
The 52
How to Get the Most Out of a Trade Show for Your Niche as an Attendee

6 ways to maximize your trade show experience.

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