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
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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.
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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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Format: 90-minute interactive in-person or virtual workshop
Most advisors skip the marketing planning process and piece together disconnected ideas instead. The result: marketing efforts that don't work. This hands-on workshop uses a custom deck of strategy cards to teach the thought process behind building a marketing strategy. Advisors draw cards representing their ideal client, real-world constraints, existing resources, and marketing tactics, then assemble a plan that fits their actual time and budget.
Key Takeaways:
A repeatable process for building a marketing plan you can use again and again
A framework for selecting tactics based on fit, not trends
Clarity on how your constraints and resources shape your strategy
A focused plan you can execute, not a wish list that collects dust
Audience: Advisors and executives responsible for building a marketing plan for themselves or their team
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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
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Format: Four-part interactive program delivered virtually
Niche marketing can transform a firm, but getting it moving across a whole company is where most leaders get stuck. Do you mandate it or leave it optional? Which advisors are actually ready? This program removes the guesswork. It educates leadership and advisors at the same time, sets clear company guardrails for niche selection, and gives every advisor a structured way to test whether a niche fits them.
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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
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Format: Interview-based podcast, live stream, or conference panel
Kristen Luke 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:
