Kristen Luke

Kristen Luke Email and Phone Number

Financial Advisor Niche Marketing Consultant | Author of "Uncomparable" @ Kaleido Creative Studio
san diego, california, united states
Kristen Luke's Location
San Diego, California, United States, United States
Kristen Luke's Contact Details
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.

Kristen Luke's Current Company Details
Kaleido Creative Studio

Kaleido Creative Studio

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Financial Advisor Niche Marketing Consultant | Author of "Uncomparable"
san diego, california, united states
Website:
kaleidocreative.com
Employees:
9
Kristen Luke Work Experience Details
  • Kaleido Creative Studio
    President
    Kaleido Creative Studio Apr 2015 - Present
    San Diego, Ca
    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.
    View
  • Wealth Management Marketing, Inc.
    President
    Wealth Management Marketing, Inc. Oct 2008 - Apr 2015
    Greater San Diego Area
    Kristen Luke is the President and CEO of Wealth Management Marketing, Inc. and oversees the day-to-day operations as well as develops the overall strategy for the company. She is also responsible for keeping abreast of new trends, technology, and best practices in both the financial services and marketing industries and relaying this information to the company’s clients and employees for implementation.
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Kristen Luke Skills

Email Marketing Social Media Marketing Marketing Strategy Marketing Strategy Management Leadership Marketing Communications Crm Social Media Blogging Business Development Small Business Wealth Management Financial Planning Direct Marketing Entrepreneurship Market Planning Online Marketing Start Ups Investment Advisory Public Speaking Strategic Partnerships Competitive Analysis Strategic Financial Planning Social Networking Customer Relationship Management Marketing Solutions Seo Training Salesforce.com Product Management Digital Marketing Integrated Marketing Product Marketing

Kristen Luke Education Details

Frequently Asked Questions about Kristen Luke

What company does Kristen Luke work for?

Kristen Luke works for Kaleido Creative Studio

What is Kristen Luke's role at the current company?

Kristen Luke's current role is Financial Advisor Niche Marketing Consultant | Author of "Uncomparable".

What is Kristen Luke's email address?

Kristen Luke's email address is kr****@****ido.net

What is Kristen Luke's direct phone number?

Kristen Luke's direct phone number is +185840*****

What schools did Kristen Luke attend?

Kristen Luke attended San Diego State University, Uc Santa Barbara.

What are some of Kristen Luke's interests?

Kristen Luke has interest in Hiking, Children, Private Pilot, Environment.

What skills is Kristen Luke known for?

Kristen Luke has skills like Email Marketing, Social Media Marketing, Marketing, Strategy, Marketing Strategy, Management, Leadership, Marketing Communications, Crm, Social Media, Blogging, Business Development.

Who are Kristen Luke's colleagues?

Kristen Luke's colleagues are Jackie Walker, Olaniyan Lukman, Rajvir Singh.

Not the Kristen Luke you were looking for?

  • Kristen Richardson

    Kristen Richardson
    Director Community Engagement, Chwb At St. Joseph'S Hospital
    United States
    1
    stjosephs.org
  • Kristen Luke

    Kristen Luke
    Associate Faculty In Economics, Business And International Studies
    Eureka, Ca
    4
    humboldt.edu, humboldt.edu, redwoods.edu, instructure.com

    1 +170782XXXXX

  • Kristen Glasstetter

    Kristen Glasstetter
    Austin, Tx
    5
    brighton.com, futurestep.com, timberblinds.com, hotmail.com, kornferry.com

    2 +180454XXXXX

  • Kristen Luke

    Kristen Luke
    Project Manager At Seacoast Laboratory Data Systems
    Portsmouth, Nh
    2
    gmail.com, sldsi.com
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