Search

Home > Financial Advisor Success > Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing with Kristen Luke
Podcast: Financial Advisor Success
Episode:

Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing with Kristen Luke
Category: News & Politics
Duration: 01:57:14
Publish Date: 2019-09-10 11:00:00
Description:

Kristen Luke is the founder of Kaleido Creative Studio, a marketing consulting firm that specializes in multi-advisor fee-only RIAs with $100 million to $1 billion in assets under management. Today she joins the show to discuss the wheel of advisor marketing activity she has created, as well as its six core areas and what it takes to improve in each of them.

Listen in as Kristen explains the importance of recognizing the triggering events that brought your clients in and why defining an ideal client profile really is essential to differentiate and build a successful marketing funnel. You’ll learn the starting steps to online marketing, why podcasts are replacing webinars and more.

For show notes and more visit: https://www.kitces.com/141 
Total Play: 0

Some more Podcasts by Michael Kitces

500+ Episodes
Financial Ad .. 10+     6