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How to Choose Marketing Activities: Part 3—Time Frame
Kristen Luke 11/21/25 Kristen Luke 11/21/25

How to Choose Marketing Activities: Part 3—Time Frame

Some marketing pays off now. Some pays off later. The key is to build a plan that supports both.

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How to Choose Marketing Activities: Part 2—Operational Efficiency
Kristen Luke 11/14/25 Kristen Luke 11/14/25

How to Choose Marketing Activities: Part 2—Operational Efficiency

The best marketing plans don’t just look good on paper. They actually get done.

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How to Choose Marketing Activities: Part 1—Client Journey Stage
Kristen Luke 11/7/25 Kristen Luke 11/7/25

How to Choose Marketing Activities: Part 1—Client Journey Stage

Before mapping out your 2026 marketing plan, start with strategy. Part one of our series explores how the client journey can guide your marketing mix.

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The Scariest Marketing Mistakes Financial Advisors Make
Kristen Luke 10/31/25 Kristen Luke 10/31/25

The Scariest Marketing Mistakes Financial Advisors Make

You don’t need a haunted house to feel chills—these marketing mistakes will do the trick.

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It’s Better to Be Clear Than Clever
Kristen Luke 10/24/25 Kristen Luke 10/24/25

It’s Better to Be Clear Than Clever

Clever marketing might win attention, but clear marketing wins clients.

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Build Your Marketing Around an Audience, Not an Audience Around Your Marketing
Kristen Luke 10/17/25 Kristen Luke 10/17/25

Build Your Marketing Around an Audience, Not an Audience Around Your Marketing

Why you shouldn’t start with marketing tactics.

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When Your Niche Grows Up
Kristen Luke 10/10/25 Kristen Luke 10/10/25

When Your Niche Grows Up

What happens when your clients outgrow your niche?

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You Already Live in a Niche Economy—Your Practice Should Too
Kristen Luke 10/3/25 Kristen Luke 10/3/25

You Already Live in a Niche Economy—Your Practice Should Too

Why are so many firms still trying to be everything to everyone?

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Highlight Pictures of Your Office Online
Kristen Luke 9/26/25 Kristen Luke 9/26/25

Highlight Pictures of Your Office Online

Why hide your office until someone shows up in person?

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Are You Asking Too Much of Your Marketing Staff?
Kristen Luke 9/19/25 Kristen Luke 9/19/25

Are You Asking Too Much of Your Marketing Staff?

No single person can handle every aspect of marketing.

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Who’s Really in Charge of Your Marketing Strategy?
Kristen Luke 9/12/25 Kristen Luke 9/12/25

Who’s Really in Charge of Your Marketing Strategy?

Too many good marketing ideas can backfire without a clear strategy leader.

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Stop Trying to Be Like Everyone Else on Social Media
Kristen Luke 9/5/25 Kristen Luke 9/5/25

Stop Trying to Be Like Everyone Else on Social Media

Trying to copy everyone else is the fastest way to lose credibility.

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Wealthtender’s 2025 Study Reveals How Americans Find & Hire Financial Advisors
Kristen Luke 8/29/25 Kristen Luke 8/29/25

Wealthtender’s 2025 Study Reveals How Americans Find & Hire Financial Advisors

Referrals and online search lead the way—see where your marketing energy should go.

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How to Use Your Book for Lead Generation
Kristen Luke 8/22/25 Kristen Luke 8/22/25

How to Use Your Book for Lead Generation

For less than $10 per copy, your book can be one of the most cost-effective lead generation tools you’ll ever use.

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A Book Opens Doors Even If Nobody Reads It
Kristen Luke 8/15/25 Kristen Luke 8/15/25

A Book Opens Doors Even If Nobody Reads It

A book doesn’t have to be a bestseller to be your best marketing tool—it just needs to exist.

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How to Turn Your Book-Writing Process into Social Media Content
Kristen Luke 8/8/25 Kristen Luke 8/8/25

How to Turn Your Book-Writing Process into Social Media Content

Your book isn’t just a book—it’s social media content, even before it’s published.

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The Surprising Networking Power of Writing a Book
Kristen Luke 8/1/25 Kristen Luke 8/1/25

The Surprising Networking Power of Writing a Book

Your book isn’t just a book—it’s a networking tool, even before it’s published.

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Rethinking FAQs for the AI Era
Kristen Luke 7/25/25 Kristen Luke 7/25/25

Rethinking FAQs for the AI Era

FAQs aren’t flashy. But they’re becoming quietly powerful.

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Two Marketing Focuses This Fall
Kristen Luke 7/18/25 Kristen Luke 7/18/25

Two Marketing Focuses This Fall

If you can do only two things to market your business this fall, make it these.

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The Many Benefits of Client Reviews
Kristen Luke 7/11/25 Kristen Luke 7/11/25

The Many Benefits of Client Reviews

Client reviews were once taboo. Now they’re expected.

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