About

A Niche-Based Marketing System Brought to You by Kaleido

 
 

Welcome to OnNiche®, the guided strategic marketing program brought to you by Kaleido Inc. Our program is specifically designed for independent financial advisors who struggle to market their businesses effectively.

We understand that financial advisors often feel frustrated and discouraged when their marketing efforts fail to attract new clients. That's why we've developed a strategic niche-based system to help advisors market effectively and consistently attract ideal clients.

OnNiche® is supported by Kaleido Inc., a marketing agency originally founded in 2008 as Wealth Management Marketing by Kristen Luke, a veteran financial advisor marketing consultant. Our team is dedicated to helping financial advisors build a successful marketing system that focuses on their niche expertise rather than relying on gimmicks or sales skills.

We believe that every ethical financial advisor deserves to have a thriving practice, and we're committed to helping them achieve their goals through our niche marketing program.

 

Meet the Team

Meet the key team members from Kaleido who will guide you through the OnNiche® process. 

  • Kristen Luke

    Marketing Strategist

  • Meagan Evertson

    Meagan Evertson

    Director of Client Experience

  • Kari Helton

    Messaging and Content Strategist

  • Jackie Walker

    Digital Content and Graphic Design

  • Vince Lummus

    Accounting