Kristen Luke joined fellow marketing leaders on FPA LIVE to explore how financial planners can stand out as AI takes on the technical side of advice — and why authentic, "old school" connection matters more than ever.

Kristen Luke joined podcast host Eric Negron for a conversation on how advisors can build a strategic marketing plan and actually execute it consistently all year long.

We’re honored to be included in the newest edition of Kitces.com’s Financial Advisor Services Map! Kaleido Creative Studio was selected for Content Marketing in the Marketing/Business Development category. OnNiche®️ was included in Sales/Marketing Coaching under the Business & Practice Improvement category.

How do you move beyond guesswork and create a marketing strategy that actually fits your firm? In this article, Kristen Luke shares how advisors can evaluate marketing options, set clear priorities, and build an annual strategy that supports long-term business goals without chasing every new idea.

Catch this conversation between Kristen Luke and author and coach Stacy Ennis on how focusing on the right audience can transform your marketing and your business. You’ll learn the steps that will make your marketing focused, effective, and authentic.

Stop blending in and start standing out. Most advisors sound the same—but they don’t have to. In this replay from The Podcast Consultant, Meagan Evertson, Director of Client Experience at OnNiche® by Kaleido, shares how financial advisors can use strategic niche marketing to differentiate their message and attract the right clients, including a three-step discovery process to identify and own their niche.

Kristen Luke is honored to announce that she has been named a Finalist in the ThinkAdvisor 2025 Luminaries Awards for Thought Leader of the Year in the Business Development Category.

Kristen Luke shares how a consistent marketing cadence helps advisors stay focused and grow sustainably.

Specializing in a niche isn’t limiting—it’s your fastest path to growth. Bill Cates shares Kristen Luke's insights into standing out and scaling by owning your niche.

Kristen Luke shares how niche marketing helps financial advisors stand out, attract ideal clients, and grow with purpose.

Financial advisors can stand out and attract more clients by using micro-targeted marketing strategies tailored to specific client characteristics or needs, even without committing to a defined niche.

If your marketing feels scattered, it’s not because you’re doing too little — it’s because you’re missing answers to two key questions: Who? And how?

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.

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.

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.

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.

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.

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.

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.

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.

In their annual list, Indigo Marketing Agency named Kristen Luke as one of this year's top influencers to watch.

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.

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.

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?

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.

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.

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.

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.

Successful marketing is not exclusive to extroverted advisors. When introverts leverage their unique strengths, they will find a different path to achieving success.