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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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Building a Cohesive Multi-Niche Strategy with an Overarching Theme
Kristen Luke 1/17/25 Kristen Luke 1/17/25

Building a Cohesive Multi-Niche Strategy with an Overarching Theme

Align niches with your firm’s mission.

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Planning Your Multi-Niche Specializations
Kristen Luke 1/10/25 Kristen Luke 1/10/25

Planning Your Multi-Niche Specializations

Steps to launching multiple niches.

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Reasons to Adopt a Multi-Niche Strategy
Kristen Luke 1/3/25 Kristen Luke 1/3/25

Reasons to Adopt a Multi-Niche Strategy

A multi-niche approach should be intentional, not fear-driven.

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Year-End Roundup: My Top Business Book Picks of 2024
Kristen Luke 12/27/24 Kristen Luke 12/27/24

Year-End Roundup: My Top Business Book Picks of 2024

My top business book picks of 2024.

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Create, Curate, and Collaborate
Kristen Luke 12/20/24 Kristen Luke 12/20/24

Create, Curate, and Collaborate

A simple content framework for niche marketing.

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Want Quick Marketing Results? Focus on Volume
Kristen Luke 12/13/24 Kristen Luke 12/13/24

Want Quick Marketing Results? Focus on Volume

Do a full-court press when you want fast results.

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Stand Out by Doing What Others Aren’t
Kristen Luke 12/6/24 Kristen Luke 12/6/24

Stand Out by Doing What Others Aren’t

Look for low competition and underutilized strategies.

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10 Key Marketing Lessons Financial Advisors Can Learn from the 2024 Election
Kristen Luke 11/29/24 Kristen Luke 11/29/24

10 Key Marketing Lessons Financial Advisors Can Learn from the 2024 Election

Apply election strategies to your marketing.

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Automated vs. Personalized Marketing
Kristen Luke 11/22/24 Kristen Luke 11/22/24

Automated vs. Personalized Marketing

Finding the balance between effectiveness and efficiency.

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10 Ways to Repurpose a Single Podcast Episode
Kristen Luke 11/15/24 Kristen Luke 11/15/24

10 Ways to Repurpose a Single Podcast Episode

Make your content work harder.

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Navigating Your Marketing Journey with a Compass and Map
Kristen Luke 11/8/24 Kristen Luke 11/8/24

Navigating Your Marketing Journey with a Compass and Map

You need both strategy and tactics to succeed.

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