Fall Marketing Starts Today

Post Date: June 12th, 2011
Written by: Kristen Luke

In just a few days, it will be summer.  Clients will begin to head to their summer homes or favorite vacation destinations.  You may find the phone doesn’t ring as Read more…


20 Ideas to Market Your Business this Holiday Season

Post Date: October 17th, 2010
Written by: Kristen Luke

We are now in the second half of October, and while you might not be ready to think about the holidays quite yet, they will be here before you know Read more…


A Marketing Guide for RIAs: Implement a Centers of Influence Referral Strategy

Post Date: July 18th, 2010
Written by: Kristen Luke

This is part seven of a ten part series on marketing an RIA. Read A Marketing Guide for RIAs for a full overview. Leveraging relationships with other professionals, or centers Read more…


A Marketing Guide for RIAs: Develop a Networking Strategy

Post Date: July 11th, 2010
Written by: Kristen Luke

This is part six of a ten part series on marketing an RIA. Read A Marketing Guide for RIAs for a full overview. Many advisors with independent RIAs groan at Read more…


A Marketing Guide for RIAs

Post Date: May 9th, 2010
Written by: Kristen Luke

You’ve decided to take the leap and start your own Registered Investment Advisory (RIA) Firm.  The independence is rewarding but the lack of support and guidance is daunting.  You are Read more…


Measure the Success of your Marketing through your CRM

Post Date: January 24th, 2010
Written by: Kristen Luke

Marketing is an area of business that is often difficult to track for effectiveness.  We would all like to know what our return on investment is for any specific campaign, Read more…


Alternative Centers of Influence

Post Date: January 3rd, 2010
Written by: Kristen Luke

When I develop marketing plans with advisors, we eventually discuss marketing strategies for centers of influence (COIs).  The goal of this strategy is to develop and nurture relationships with COIs Read more…


Three Ways to Enhance Your Facebook Business Page

Post Date: December 20th, 2009
Written by: Kristen Luke

Facebook business pages offer you one more avenue to communicate with your clients, prospective clients and centers of influence.  A business page provides you with a way to connect with Read more…


How To Use LinkedIn When Your Compliance Department Says No

Post Date: November 22nd, 2009
Written by: Kristen Luke

Recently I have been conducting one-on-one LinkedIn training sessions for advisors on how they can better utilize the professional social networking site. Each advisor has different restrictions on how they Read more…


Karma Marketing

Post Date: November 8th, 2009
Written by: Kristen Luke

A few weeks ago I was speaking with an advisor about the types of marketing his firm does.  He listed several standard marketing campaigns.  He then went on to tell Read more…