78 min listen
Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing with Kristen Luke
Ep 141: Building The Differentiated Foundation For Successful Advisor Marketing with Kristen Luke
ratings:
Length:
117 minutes
Released:
Sep 10, 2019
Format:
Podcast episode
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
Released:
Sep 10, 2019
Format:
Podcast episode
Titles in the series (100)
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