Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing with Kristen Luke
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 10 September 2019
⏱️ 117 minutes
🧾️ Download transcript
Summary
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
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, |
| 0:08.4 | speaker and consultant Michael Kitsis to hear stories of how leading financial advisors |
| 0:13.6 | navigated the inevitable challenges that arise on the path to success and get insight |
| 0:18.7 | from leading industry consultants about how to break through to the |
| 0:22.1 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.3 | Welcome to the 141st episode of the Financial Advisor Success podcast. My guest on today's podcast is |
| 0:34.6 | Kristen Luke. Kristen is the founder of Collidero Creative Studio, a marketing consulting firm that specializes |
| 0:40.8 | in multi-advisor fee-only RAs with 100 million to $1 billion in assets on our management |
| 0:45.8 | doing financial planning for individual clients. |
| 0:48.8 | What's unique about Kristen, though, beyond her clear focus on her target ideal client, |
| 0:53.7 | is the kaleidoscope wheel of advisor marketing |
| 0:56.1 | activity she's created and the steps that advisors can take in each area from basic to intermediate |
| 1:01.2 | to advanced in growing their own marketing channels. In this episode, we talk in depth about |
| 1:07.2 | Kristen's marketing wheel, including the six core areas of client referrals, |
| 1:11.4 | COI referrals, online marketing, thought leadership, community awareness, and conversion, |
| 1:16.0 | and what it takes to improve in each of those areas, from refining client profiles by first |
| 1:21.3 | concretely defining the triggering events that bring your target ideal clients in, |
| 1:25.9 | to the starting steps of online marketing from |
| 1:28.5 | various fine advisor websites to refining your local SEO, to the reason why you shouldn't write |
| 1:33.6 | books or try to appear on TV until you have a blog first, and why podcasts are replacing |
| 1:38.4 | webinars as the hot new advisor marketing channel. We also talk about what it takes to build the right |
| 1:43.6 | marketing foundation, why defining |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Michael Kitces, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Michael Kitces and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.