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Marketing Momentum Starts with a Quarterly Plan
Kristen Luke 6/6/25 Kristen Luke 6/6/25

Marketing Momentum Starts with a Quarterly Plan

Want to grow consistently? Stop trying to plan the whole year.

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The Metrics That Don’t Scream Success—but Still Whisper Truth
Kristen Luke 5/30/25 Kristen Luke 5/30/25

The Metrics That Don’t Scream Success—but Still Whisper Truth

Here’s how to measure marketing efforts before the leads come in.

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The Three Marketing Metrics Every Advisory Firm Should Track
Kristen Luke 5/23/25 Kristen Luke 5/23/25

The Three Marketing Metrics Every Advisory Firm Should Track

How do you really know if your marketing is working—or just keeping you busy?

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Make Sure AI Knows Your Name
Kristen Luke 5/16/25 Kristen Luke 5/16/25

Make Sure AI Knows Your Name

You might be optimized for Google—but not for the future.

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The First Step to Real Marketing Momentum
Kristen Luke 5/9/25 Kristen Luke 5/9/25

The First Step to Real Marketing Momentum

What’s the first step to marketing when you have no idea where to start?

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When Engagement Is High but Action Is Low
Kristen Luke 5/2/25 Kristen Luke 5/2/25

When Engagement Is High but Action Is Low

They're engaging with everything. Why aren't they reaching out?

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Make Marketing Plans Easier with Better Research
Kristen Luke 4/25/25 Kristen Luke 4/25/25

Make Marketing Plans Easier with Better Research

You know you need a marketing plan—but what goes in it?

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Four Questions to Ask to Know When to Say Yes
Kristen Luke 4/18/25 Kristen Luke 4/18/25

Four Questions to Ask to Know When to Say Yes

A simple filter to help you avoid marketing traps.

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Small Subject Line Changes, Big Email Impact
Kristen Luke 4/11/25 Kristen Luke 4/11/25

Small Subject Line Changes, Big Email Impact

Why are great emails getting ignored—and how can one tiny change fix it?

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The Problem: Ignoring AI Today Could Cost You Tomorrow
Kristen Luke 4/4/25 Kristen Luke 4/4/25

The Problem: Ignoring AI Today Could Cost You Tomorrow

Most advisors will skip this. That’s exactly why it matters.

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Reach More by Doing Less
Kristen Luke 3/28/25 Kristen Luke 3/28/25

Reach More by Doing Less

The more platforms you use, the fewer clients you might reach.

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The Problem: Each Advisor Is Using their Own Playbook (or No Playbook) for Marketing
Kristen Luke 3/21/25 Kristen Luke 3/21/25

The Problem: Each Advisor Is Using their Own Playbook (or No Playbook) for Marketing

What happens when every advisor in your team uses a different playbook for marketing?

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The One Document That Can Streamline All Your AI Content
Kristen Luke 3/14/25 Kristen Luke 3/14/25

The One Document That Can Streamline All Your AI Content

What if you could create all your AI-powered content from one master document?

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Marketing Chaos? These 2 Answers Will Instantly Bring Focus
Kristen Luke 3/7/25 Kristen Luke 3/7/25

Marketing Chaos? These 2 Answers Will Instantly Bring Focus

If your marketing feels scattered, it’s not because you’re doing too little—it’s because you’re missing these two key answers.

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Centralize Marketing to Support Multiple Niches
Kristen Luke 2/28/25 Kristen Luke 2/28/25

Centralize Marketing to Support Multiple Niches

Ensure consistency across individual marketing plans.

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Develop a Marketing Plan for Each Niche
Kristen Luke 2/21/25 Kristen Luke 2/21/25

Develop a Marketing Plan for Each Niche

Each niche needs its own action plan.

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Creating Unique Niche Messaging While Staying On-Brand
Kristen Luke 2/14/25 Kristen Luke 2/14/25

Creating Unique Niche Messaging While Staying On-Brand

Create distinct niches that still fit your firm's core theme.

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Setting the Launch Pad for the Niche Marketing Plan
Kristen Luke 2/7/25 Kristen Luke 2/7/25

Setting the Launch Pad for the Niche Marketing Plan

Three things every niche should have.

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Aligning Your Multiple Niches with the Firm’s Fee Structure
Kristen Luke 1/31/25 Kristen Luke 1/31/25

Aligning Your Multiple Niches with the Firm’s Fee Structure

Think carefully before adopting a new fee structure for a niche.

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Aligning Your Multiple Niches with Your Advisors’ Fit
Kristen Luke 1/24/25 Kristen Luke 1/24/25

Aligning Your Multiple Niches with Your Advisors’ Fit

Align niches with your advisors’ strengths.

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