Kristen Luke 

Marketing Strategist

Kristen is a seasoned marketing strategist who excels in defining the ideal niche for each advisor and developing a marketing plan that attracts their target audience. She guides advisors through the process of identifying their areas of expertise and crafting a unique value proposition that resonates with their niche. Kristen's expertise in niche marketing and strategic planning is critical in guiding advisors to succeed in their marketing efforts to become uncomparable in their market.

Kristen is a recognized thought leader in the financial services industry and the author of the Amazon best-selling book Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing. She frequently shares her marketing expertise at industry events and with podcasts and publications, such as the Financial Planning Association, Dimensional Fund Advisors, Kitces.com, and Advisor Perspectives.

EDUCATION, CERTIFICATIONS, AND MEMBERSHIPS

  • B.A. in Business Economics, University of California, Santa Barbara

  • MBA with an Emphasis in Marketing, San Diego State University

  • StoryBrand Certified Guide, 2022

  • Member, Advisory Board of Consultants, Morningstar Office, November 2021 - Present

  • Private Pilot License, Instrument Rating, Federal Aviation Administration

FUN FACTS

  • Started the first iteration of the business as Wealth Management Marketing in October 2008.

  • Entered the industry in 2005 as a marketing manager for a hybrid RIA in San Diego.

  • Holds her private pilot license for single-engine aircraft and her instrument rating.

  • Was chosen for InvestmentNews’ inaugural class of “40 Under 40” in 2014.

  • Splits her time between her home in San Diego and her cabin in Idyllwild, CA.

  • Opened her first business at age 22—a beachfront bar in Lombok, Indonesia.