Did you know that financial advisors who narrowly focus on a specific niche enjoy an average income of $660,000, compared to $395,000 for their non-niche counterparts?
Daniel Gilmartin welcomes Kristen Luke, founder of Kaleido and author of Uncomparable, discuss how financial advisors can stand out by specializing in niche markets. Kristen shares her journey in wealth management, strategies on defining and reaching niche audiences, and invaluable insights on boosting efficiency and engagement.
Kristen discusses the importance of niche marketing for financial advisors, strategies for distinguishing your practice from competitors and real-life examples of successful niche markets.
Dan and Kristen discuss:
About our Guest:
The author of Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing, Kristen Luke has built a career on empowering financial advisory firms to become “uncomparable” as unique leaders in their space. Kristen works with financial advisors to create marketing systems that attract their ideal clients. Since founding the original iteration of the business in 2008, she has guided hundreds of financial advisors to create and implement strategies that help them stand out and close more clients.
Connect with Kristen Luke: