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 ...
Aug09
