Ep #191: Developing A Niche And Gaining Clients With Kristen Luke New Planner podcast

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MBA Business Caleb Brown Financialplannercareers Financialplanning Financialplanningeducation Podcasting Education Financialplanner

Innhold levert av Caleb Brown. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Caleb Brown eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Ep #191: Developing a Niche and Gaining Clients with Kristen Luke

3M ago 24:38

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Innhold levert av Caleb Brown. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Caleb Brown eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Kristen Luke is the President of Kaleido Creative Studio, a marketing firm that specializes in financial advisory firms, and she joins the show today to share how she found her way into the financial advisory niche. If you're interested in effective marketing strategies tailored for financial advisors or starting your own firm, this episode is for you!

Listen in as Kristen shares why she started her own firm, some best practices for firms trying to obtain clients, and some of the biggest marketing mistakes they make. She also explains the various marketing channels advisory firms should be active in, the proper way to repurpose content, and her top recommended marketing tool.

You can find show notes and more information by clicking here: https://bit.ly/3WLouAL

… continue reading

214 episoder

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner

Artwork

Ep #191: Developing a Niche and Gaining Clients with Kristen Luke

New Planner Podcast

published 3M ago

Del

MP3•Episoder hjem

Innhold levert av Caleb Brown. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Caleb Brown eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Kristen Luke is the President of Kaleido Creative Studio, a marketing firm that specializes in financial advisory firms, and she joins the show today to share how she found her way into the financial advisory niche. If you're interested in effective marketing strategies tailored for financial advisors or starting your own firm, this episode is for you!

Listen in as Kristen shares why she started her own firm, some best practices for firms trying to obtain clients, and some of the biggest marketing mistakes they make. She also explains the various marketing channels advisory firms should be active in, the proper way to repurpose content, and her top recommended marketing tool.

You can find show notes and more information by clicking here: https://bit.ly/3WLouAL

… continue reading

214 episoder

#MBA #Business #Caleb Brown #Financialplannercareers #Financialplanning #Financialplanningeducation #Podcasting Education #Financialplanner

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