Blog
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.
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.
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.
Developing a Niche and Gaining Clients with Kristen Luke
Kristen Luke offers insights into effective marketing strategies tailored for financial advisors. Tune in to learn best practices for client acquisition, common marketing mistakes, and how to leverage various channels and tools for success.
The Power of Niche Marketing with Kristen Luke
Kristen Luke joins the Grow Organically podcast presented by Catchlight to discuss the importance of niche marketing for financial advisors, strategies for distinguishing your practice from competitors, and real-life examples of successful niche markets.
10 Factors To Determine If Your Potential Niche Is Really Viable (And How To Finetune If Necessary)
Kristen Luke discusses the formula for defining a niche, steps to evaluate a potential niche, and strategies to refine the niche for long-term success.
The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5)
Why do some financial advisors thrive while others just survive? Discover why niche marketing is the key to unlocking your full potential as a financial advisor on this episode of Full Advisor Coaching.
The Secret to Marketing Success: Good Marketing Habits
Financial advisors can get swept up in the whirlwind of big marketing initiatives. But routine, everyday tactics are vital. Here are nine routines to embrace.
Top 35 Influencers for Financial Advisors in 2024
In their annual list, Indigo Marketing Agency named Kristen Luke as one of this year's top influencers to watch.
Positioning Yourself as a Niche Expert Before Becoming One
Financial advisors new to a niche can position themselves as experts in their chosen area before fully recognizing themselves as such by using these six strategies.
Cracking the Code: Marketing Strategies That Actually Work for Financial Advisors
In this episode of the Model FA Podcast, we discuss effective marketing strategies for financial advisors. We emphasize the importance of finding a niche, understanding where clients spend their time, and creating content in multiple formats to meet client needs. The ultimate goal? Becoming a trusted expert in one's niche.
Becoming Uncomparable - Identify, Cultivate, and Own Your Niche
In a world where Financial Advisors and Independent RIAs offer identical services, and their client service models are seemingly the same, Financial Advisors should be asking themselves: How do I stand out?
How to Narrow Your Niche
While many advisors focusing on a niche begin with a broad idea of the clients they wish to serve, they often have room to narrow it. Narrowing your niche makes it easier to stand out, develop more tailored services, increase client satisfaction, and improve marketing results.
Marketing Advice to Stand Out
Kristen Luke speaks with Kathleen and Jeff from FPA New England about how Registered Investment Advisors can market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients.
Transactional versus Transformational Marketing
Marketing for financial advisors is challenging. Should you opt for transactional tactics that promise immediate results, or invest in transformational strategies that build a lasting business? Should you focus on short-term success or long-term sustained strategy? Let’s delve into your two options.
Get Niche or Die Tryin’? Why Consultants Say New RIAs Should Find a Specialty
As the RIA industry continues to attract new players, industry and marketing consultants agree that RIAs can still be generalists but may face hurdles in standing out among the pack.
Introvert-Friendly Marketing Tips for Advisors
Successful marketing is not exclusive to extroverted advisors. When introverts leverage their unique strengths, they will find a different path to achieving success.
Why Your Marketing is Failing
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 can become trusted experts and enjoy long-term success.
How to Stand Out Through the Power of Niche Marketing
Tune in to Kristen Luke’s chat with Lauren Hong, President of Out & About Communications, and learn how strategy starts with the kind of client you want to serve.
Interview with Geoff Moore, Chief Information Officer, Valmark Financial Group
Are you a tech lover? You’ll want to watch Kristen Luke’s discussion with Geoff Moore, CIO of Valmark Financial Group. The two chatted about the importance of putting a marketing strategy in place before diving into all the great marketing tech out there.