About

A Niche-Based Marketing System Brought to You by Kaleido

How OnNiche® Evolved

OnNiche® grew out of nearly two decades of hands-on work. Kristen Luke founded her marketing agency in 2008 — first as Wealth Management Marketing, later Kaleido Creative Studio — and spent the next 18 years building marketing for financial advisory firms of every size, from solo practices to multi-billion-dollar RIAs. Across all of it, one pattern held: The advisors who committed to a niche consistently outperformed the ones trying to appeal to everyone.

That insight became a conviction — competing as a generalist is a losing game, because there is always another financial advisor who looks a little better or charges a little less — and then a framework. Kristen distilled what worked into a repeatable methodology, shared it in the Amazon best-selling book Uncomparable, and built OnNiche® to deliver it as a system rather than a one-off engagement.

OnNiche® has since grown from a niche marketing program into a full marketing operating system: the strategy, structure, and accountability that run an advisor's marketing year over year. In 2026, Kristen shifted her focus entirely from the agency to OnNiche®, so the framework could scale to as many advisors and firms as possible.

OnNiche® is a division of Kaleido Inc. and the marketing operating system for financial advisors and RIAs, created by Kristen Luke, author of Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing. OnNiche® is built to make niche marketing repeatable and scalable, whether for a solo advisor owning a single niche or an enterprise RIA aligning dozens of advisors and teams, each around the audience they are uniquely equipped to serve.

Who’s Behind OnNiche®

OnNiche® was created by Kristen Luke, a recognized authority on marketing strategy and niche marketing for financial advisors, and is delivered by the team below.

  • Kristen Luke

    Founder | Author | Marketing Strategist

  • Meagan Evertson

    Meagan Evertson

    Client Experience and Operations

  • Kari Helton

    Messaging and Content Strategist

  • Vince Lummus

    Accounting