
Book Our Experts for Your Next Event
At OnNiche®, we don’t just talk about niche marketing—we lead the conversation. Whether you're hosting a national conference or a podcast interview, our experts understand the unique challenges and opportunities facing financial advisors today.
Who to Book
Kristen Luke
Founder of Kaleido Creative Studio and OnNiche®
Marketing Consultant | Podcast Guest | Panelist
With over two decades of experience helping financial advisors master their marketing, Kristen brings strategic insight and fresh perspectives to interviews, live streams, and industry panels.
Meagan Evertson
Director of Client Experience at OnNiche®
Workshop Facilitator | Trainer | Speaker
Let Meagan bring energy and facilitation to your conference, chapter meeting, or study group. She specializes in educating and coaching advisory firms to develop effective niche strategies that scale.
Speaking Topics
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Presenter: Meagan Evertson
Format: 30-minute presentation or webinarLearn how enterprise firms can harness the power of multiple niches to drive organic growth. Meagan outlines how to support a multi-niche marketing strategy that empowers individual advisors while maintaining cohesive firm-wide branding.
Key Takeaways:
A roadmap for identifying and supporting multiple niche markets
Tools to empower advisors with marketing resources
Tactics to create scalable, repeatable marketing processes
Strategies to align advisor passions with business development goals
Audience: Firm executives, marketing professionals, COOs
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Presenter: Meagan Evertson
Format: 90-minute interactive workshop or 60-minute presentation/webinarThis hands-on session walks financial professionals through the process of selecting a profitable, personal, and strategic niche. Perfect for advisors seeking differentiation in a crowded market.
Key Takeaways:
Why niche marketing is essential for modern firms
A structured method to brainstorm, filter, and choose a niche
Real-time exercises, quizzes, and feedback
How to evaluate niche viability for long-term growth
Audience: Boutique RIA owners, solo advisors, employee advisors
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Presenter: Kristen Luke
Format: Interview-based podcast, live stream, or conference panelKristen brings over two decades of advisor marketing experience to dynamic, conversational formats. Whether as a podcast guest or panelist, she delivers insightful, real-world strategies tailored to the challenges financial advisors face today.
Key Topics:
Niche Marketing
Advisor Marketing Strategy
Scaling Advisor Marketing
Empowering Employee Advisors to Become Business Developers
How to Use AI Effectively in Your Marketing
Audience: Financial advisors
Past Appearances
Our team has spoken at leading industry events and platforms, including:
Available for both virtual and in-person events.