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

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Contenido proporcionado por Caleb Brown. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Caleb Brown o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

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

1M ago 24:38

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Contenido proporcionado por Caleb Brown. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Caleb Brown o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

208 episodios

#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 1M ago

Compartir

MP3•Episodio en casa

Contenido proporcionado por Caleb Brown. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Caleb Brown o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

208 episodios

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

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