Top 10 Posts of 2010

Post Date: December 19th, 2010
Written by: Kristen Luke

For my last post of 2010, I thought I would wrap up the year by naming the top 10 most popular articles from my blog this year.  This year included Read more…


Niche Marketing: Grow Big by Going Small

Post Date: June 30th, 2010
Written by: Kristen Luke

Kristin Harad, CFP® believes that too many financial professionals fail to leverage the strategies that work so effectively in nearly every other industry for fear that they will ‘miss out’ on potential clients by having a tight focus. She feels (as do I) that the opposite is true. The more narrowly focused your niche is, the more success you will have within that niche! In this ten minute video, Kristin helps you understand what niche marketing is and how it can help you grow your practice like you’ve never seen before.


Insight Into the Reporter-Source Dating Game

Post Date: March 28th, 2010
Written by: Kristen Luke

This is a guest post from Amy E. Buttell, a freelance writer in Erie, Pennsylvania. In this second post following her article Six Tips to Work Better with Reporters, Amy Read more…


Six Tips to Work Better with Reporters

Post Date: March 14th, 2010
Written by: Kristen Luke

This is a guest post from Amy E. Buttell, a freelance writer in Erie, Pennsylvania. In this post Amy provides six tips for how advisors can create better relationships with Read more…


A Stitch in Time Saves Nine: Cognitive Fluency and the Financial Planner

Post Date: March 7th, 2010
Written by: Kristen Luke

This is a guest post from Richard Pelletier, Principal of Lucid Content in Portland, Oregon. In this second post of a two part series, Richard shares how advisors might consider Read more…


How Financial Planners Can Use Words to Reach, Persuade and Connect (Part I of II)

Post Date: February 28th, 2010
Written by: Kristen Luke

This is a guest post from Richard Pelletier, Principal of Lucid Content in Portland, Oregon. In this post, Richard shares how advisors might consider communicating with their prospective clients through Read more…


Just Be Nice: A Case Study of Karma Marketing in Action

Post Date: February 7th, 2010
Written by: Kristen Luke

This is a guest post from Laura Biskupic, Marketing Director of Winch Advisory Services, LLC in Appleton, Wisconsin. In November, I wrote a blog called Karma Marketing which discussed the Read more…


2010 Communication Tips

Post Date: January 10th, 2010
Written by: Kristen Luke

This is a guest post from Wendy Cook of  Wendy J. Cook Communications. In this post, Wendy shares some communications tips for the new year. Ready or not, here comes Read more…


Should You Drop Subscribers Who Don’t Open Your E-Newsletter?

Post Date: July 29th, 2009
Written by: Kristen Luke

This is a guest post from Susan Weiner, CFA, of Susan B. Weiner Investment Writing. Susan originally posted this article on her Investment Writing blog.   Since this article is relevant Read more…


Writing a Financial Book, Part Four

Post Date: April 23rd, 2009
Written by: Kristen Luke

This is a guest post from Michael Dubes, an independent financial writer. I asked Mike to write this article, since it is on a topic of which I have no Read more…