Kristen Luke
Founder of Kaleido Creative Studio, a marketing consultancy specializing in multi-advisor fee-only RIAs; provides strategic marketing frameworks and the 'marketing wheel' for advisor growth.
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Sep 10, 2019 • 1h 57min
Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing with Kristen Luke
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.
