Tag: Business Development
The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5)

The Art of Niche Marketing in Financial Advice with Kristen Luke (Ep. 5)

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Why do some financial advisors thrive while others just survive? 

Discover why niche marketing is the key to unlocking your full potential as a financial advisor on this episode of Full Advisor Coaching. 

Kristin Harad is joined by special guest Kristen Luke. Listen in to the conversation as they explore the transformative power of specialization and learn how to succeed by serving a specific audience with precision and purpose. 

Key Highlights:

  • Niche Marketing Benefits: How identifying a unique client niche not only refines marketing strategies but also boosts operational efficiency and profitability
  • Broadening Horizons: Learn how targeted marketing complements diverse client interactions
  • Operational Streamlining: Uncover how specializing streamlines services, enhances staff training, and ensures consistency in client service
  • Expertise Equals Value: Discover how specialized knowledge allows advisors to command higher fees, showcased through real-world case studies
  • Firm Size Strategies: From broad approaches to narrow focus, niche marketing tactics are suitable for various firm sizes
  • And much more!

Connect with Kristin Harad: 

Connect with Kristen Luke: 

About Kristen Luke: 

Kristen Luke, author of “Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing,” is the creator of the OnNiche Strategic Marketing Program for Financial Advisors.   With a BA in Business Economics and an MBA with a concentration in Marketing, Kristen has been a transformative figure in financial advisory marketing since 2005. Known for her innovative approach to niche marketing, she’s renowned as the ‘Niche Whisperer’ for her ability to identify unique client niches effectively. Beyond her professional world, Kristen holds her private pilot’s license for single-engine aircraft and her instrument rating. Her career, marked by a blend of innovation and adventure, continues to influence the financial advisory industry profoundly.

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Redefining Success as a Blend of Fulfillment and Freedom (Ep. 1)

Redefining Success as a Blend of Fulfillment and Freedom (Ep. 1)

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Welcome to the first episode of Full Advisor Coaching – The Podcast. 

Join us for an inspiring journey as Kristin Harad’s journey unfolds. From institutional trust work to direct marketing, guided by the inspiration of Stan Rapp and Thomas Collin’s book, Beyond MaxiMarketing. Her story challenges the notion that financial careers must always start with a rigid plan, showcasing the beauty of unexpected beginnings. 

Kristin’s journey sparks the desire for a dynamic and purpose-driven career, showcasing the possibilities of evolving from one role to another while staying true to your passion.

Key Highlights:

  • Gaining invaluable insights into personal finance marketing at Gray Direct
  • Evolving from a marketing professional to a financial advisor, integrating her skills with a passion for making a direct impact on consumers
  • Launching her own RIA firm in 2006, where she marries financial advice with life coaching
  • Expanding her influence by transitioning to coaching for financial advisors, capitalizing on her unique niche in marketing and business development
  • Embracing a balanced life philosophy, juggling big-picture aspirations with daily joys, including fitness routines and culinary adventures
  • Redefining success as a blend of fulfillment and freedom, and sharing her insights on risk-taking and personal growth
  • And much more!

Resources:

Connect with Kristin Harad: 

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