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

  • Presenter: Meagan Evertson
    Format: 30-minute presentation or webinar

    Learn 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

  • Presenter: Meagan Evertson
    Format: 90-minute interactive workshop or 60-minute presentation/webinar

    This 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

  • Presenter: Kristen Luke
    Format:     Interview-based podcast, live stream, or conference panel

    Kristen 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.

Book Your Speaker