Financial Advisor Success Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing with Kristen Luke
Sep 10, 2019
Kristen Luke, founder of Kaleido Creative Studio and marketing specialist for multi-advisor RIAs, explains her six-part marketing wheel and why defining an ideal client matters. She covers tracking trigger events in your CRM, focusing on SEO and long-form content, repurposing audio for discoverability, and prioritizing a few high-impact channels rather than random marketing.
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Different Channels Yield Different Close Rates
- Online leads tend to be lower quality and less qualified than referrals.
- Segment close rates by source to reveal hidden strengths and weaknesses in your funnel.
Build Marketing From Inside Out
- Build a marketing wheel from a strong internal framework outward in tiers of complexity.
- Start with foundational items, then add intermediate tactics, then advanced, testing as you grow.
Prioritize And Educate For Referrals
- Prioritize client and COI referrals as your most reliable channels.
- Educate clients about the full range of services so they can refer the right people.
