Kristen Luke's guest appearances

Kristen Luke

Financial Advisor Success

Top Advisor Marketing Podcast

The Flexible Advisor

Patty Kreamer

Julie Littlechild

Susan Bradley

Alan Moore

Paul Pagnato

Shauna Mace

Carl Richards

Michelle Wong

Malcolm Ethridge

Derek Notman

Jeremy Keil

Jennifer Goldman

Ross Marino

Kathleen Burns Kingsbury

Stacy Francis

OwlTail

Trying to accommodate a wide range of client needs may actually limit your practice’s growth, your effectiveness, and your satisfaction. Targeting a niche that fits your specific experience and expertise can make a meaningful difference for you AND  your clients.  Kristen Luke is the president of Kaleido Creative Studio, a marketing agency specializing in helping RIAs promote their businesses through a niche approach. In this episode, Kristen joins Laura Gregg and David Partain to discuss the process of shifting financial advisors businesses from a generalist model to a niche model to improve the client experience and business efficiency. Kristen Luke discusses:   Identifying your business niche based on market size and potential value of the niche  How to ensure that a transition from a generalist to a niche focus makes sense for you  Making the transition while maintaining your current book of business And more  Resources:   FlexShares Exchange Traded Funds  StoryBrand Marketing Live Stream  If You Want to Get Rich, Build a Power Niche: And a Bundle of Other Utterly Brilliant Marketing and Sales Ideas that Actually Work by Bruce M. Stachenfeld Building a StoryBrand: Clarify Your Message So Customers Will Listen by Donald Miller  Connect With Kirsten Luke:  LinkedIn: Kristen Luke Kaleido Creative Studio  Creative Studio Free course link  Connect With  Laura Gregg:   Email Laura Gregg’s Linkedin   Connect With  David Partain:   Email David Partain’s Linkedin  About Our Guest: Kristen Luke is the President of Kaleido Creative Studio, a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients.  For more than 15 years, Kristen has consulted with hundreds of financial advisory firms and shared her marketing expertise via industry conferences and publications nationwide. Most recently, she has contributed her advice to FPA NorCal, Kitces.com, Top Advisor Podcast, Kitces Office Hours, and Advisor Perspectives.

Trying to accommodate a wide range of client needs may actually limit your practice’s growth, your effectiveness, and your satisfaction. Targeting a niche that fits your specific experience and expertise can make a meaningful difference for you AND  your clients.  Kristen Luke is the president of Kaleido Creative Studio, a marketing agency specializing in helping RIAs promote their businesses through a niche approach. In this episode, Kristen joins Laura Gregg and David Partain to discuss the process of shifting financial advisors businesses from a generalist model to a niche model to improve the client experience and business efficiency. Kristen Luke discusses:  <ul> <li>Identifying your business niche based on market size and potential value of the niche </li> <li>How to ensure that a transition from a generalist to a niche focus makes sense for you </li> <li>Making the transition while maintaining your current book of business</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://www.flexshares.com/" rel="nofollow" target="_blank">FlexShares Exchange Traded Funds</a> </li> <li><a href="https://storybrand.com/" rel="nofollow" target="_blank">StoryBrand Marketing Live Stream</a> </li> <li><a href="https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.amazon.com%2FWant-Rich-Build-Power-Niche%2Fdp%2F1642791660&amp;data=04%7C01%7Clg79%40ntrs.com%7C902573cdb46b48f5b42608d9d53ac1a8%7C2434528d4270497781dda6308c1761a3%7C0%7C0%7C637775270593011607%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&amp;sdata=aLOPaktwKLs0tMGMAD9mVAf5Yvf0%2BjrDlkA%2FNwnyGus%3D&amp;reserved=0" rel="nofollow" target="_blank">If You Want to Get Rich, Build a Power Niche: And a Bundle of Other Utterly Brilliant Marketing and Sales Ideas that Actually Work</a> by Bruce M. Stachenfeld</li> <li><a href="https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.amazon.com%2FBuilding-StoryBrand-Clarify-Message-Customers%2Fdp%2F0718033329%2F&amp;data=04%7C01%7Clg79%40ntrs.com%7C902573cdb46b48f5b42608d9d53ac1a8%7C2434528d4270497781dda6308c1761a3%7C0%7C0%7C637775270593011607%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&amp;sdata=JCPUjtybo27p9EagFy7o4xMeDKI4F0OKSl3iICo9vG8%3D&amp;reserved=0" rel="nofollow" target="_blank">Building a StoryBrand: Clarify Your Message So Customers Will Listen</a> by Donald Miller</li> </ul> Connect With Kirsten Luke: <ul> <li><a href="https://www.linkedin.com/in/kristenluke/" rel="nofollow" target="_blank">LinkedIn: Kristen Luke</a></li> <li><a href="https://www.kaleidocreative.com/" rel="nofollow" target="_blank">Kaleido Creative Studio</a> </li> <li><a href="https://courses.kaleidocreative.com/courses/select-a-niche" rel="nofollow" target="_blank">Creative Studio Free course link</a></li> </ul> Connect With  Laura Gregg:  <ul> <li><a href="lg79@nrts.com" rel="nofollow" target="_blank">Email</a></li> <li><a href="https://www.linkedin.com/in/laura-hanichak-gregg-a4a35a6/" rel="nofollow" target="_blank">Laura Gregg’s Linkedin </a></li> </ul> Connect With  David Partain:  <ul> <li><a href="dbp2@ntrs.com" rel="nofollow" target="_blank">Email</a></li> <li><a href="https://www.linkedin.com/in/davidpartain" rel="nofollow" target="_blank">David Partain’s Linkedin</a></li> </ul> About Our Guest: Kristen Luke is the President of Kaleido Creative Studio, a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients. For more than 15 years, Kristen has consulted with hundreds of financial advisory firms and shared her marketing expertise via industry conferences and publications nationwide. Most recently, she has contributed her advice to FPA NorCal, <a href="http://Kitces.com" rel="nofollow" target="_blank">Kitces.com</a>, Top Advisor Podcast, Kitces Office Hours, and Advisor Perspectives.

Ep 72: Building a More Successful – and Satisfying – Business Through Niche Marketing — With Kristen Luke

When done right, niche marketing helps advisors attract more ideal clients and skyrocket their business!

326. How To Market Yourself As an Expert With Kristen Luke

Kristen Luke is the founder of Kaleido Creative Studio, a marketing consulting firm that specializes in multi-advisor fee-only RIAs with $100 million to $1 billion in assets under management. Today she joins the show to discuss the wheel of advisor marketing activity she has created, as well as its six core areas and what it takes to improve in each of them. Listen in as Kristen explains the importance of recognizing the triggering events that brought your clients in and why defining an ideal client profile really is essential to differentiate and build a successful marketing funnel. You’ll learn the starting steps to online marketing, why podcasts are replacing webinars and more. For show notes and more visit: https://www.kitces.com/141 

Kristen Luke is the founder of Kaleido Creative Studio, a marketing consulting firm that specializes in multi-advisor fee-only RIAs with $100 million to $1 billion in assets under management. Today she joins the show to discuss the wheel of advisor marketing activity she has created, as well as its six core areas and what it takes to improve in each of them. Listen in as Kristen explains the importance of recognizing the triggering events that brought your clients in and why defining an ideal client profile really is essential to differentiate and build a successful marketing funnel. You’ll learn the starting steps to online marketing, why podcasts are replacing webinars and more. For show notes and more visit: <a href="https://www.kitces.com/141" rel="nofollow" target="_blank">https://www.kitces.com/141</a>

Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing with Kristen Luke