Kristen Luke
Financial Advisor Niche Marketing Consultant | Author of \"Uncomparable\"
- Role
- President at Kaleido Creative Studio
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Kristen Luke
Marketing is hard for most financial advisors because they all look and sound the same to a prospect. Kristen helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients.Kaleido Creative Studio works exclusively with RIAs to build a niche-focused marketing system that produces a consistent flow of ideal prospects; differentiates firms from the competition; and eliminates the need to be the best salesperson or marketer to win clients.For more than 15 years, Kristen has consulted with hundreds of financial advisory firms and shared her marketing expertise via industry conferences and publications nationwide. Most recently, she has contributed her advice to FPA NorCal, DFA Study Groups, Kitces.com, Top Advisor Podcast, Kitces Office Hours, and Advisor Perspectives.
Experience
President
Apr 2015 — Present · San Diego, CA, US
Kristen Luke is the President of Kaleido Creative Studio, a marketing agency that helps Registered Investment Advisors market themselves to a niche, making it easier for them to stand out from the competition and attract ideal clients.
Education
San Diego State University
MBA
2004 — 2005
UC Santa Barbara
BA
1997 — 2000
Skills
- Leadership
- Marketing Communications
- Salesforce.com
- Integrated Marketing
- Financial Planning
- Entrepreneurship
- Competitive Analysis
- Start-Ups
- Public Speaking
- Customer Relationship Management (Crm)
- Blogging
- Strategy
- SEO
- Strategic Financial Planning
- Crm
- Direct Marketing
- Small Business
- Product Management
- Online Marketing
- Business Development
- Digital Marketing
- Wealth Management
- Marketing
- Email Marketing
- Investment Advisory
- Market Planning
- Marketing Solutions
- Training
- Product Marketing
- Social Networking
- Social Media
- Management
- Social Media Marketing
- Marketing Strategy
- Strategic Partnerships
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