Kristen Luke

Kristen Luke is the President of Kaleido Creative Studio, a marketing agency that specializes in helping Registered Investment Advisors (RIAs) effectively market themselves within specific niches. She has over 15 years of experience consulting with financial advisory firms and has become a recognized authority in niche marketing for financial advisors. Her work focuses on enabling these advisors to differentiate themselves from competitors and attract ideal clients by developing tailored marketing strategies.123

In addition to her role at Kaleido Creative Studio, which she founded in 2008, Kristen is also the author of the book "Uncomparable: The Financial Advisor's Guide to Standing Out Through Niche Marketing." This book provides insights into how financial advisors can redefine their market positions and establish themselves as experts in specific areas.24 Kristen has been recognized in the industry, including being named in InvestmentNews' "40 Under 40" list in 2014, highlighting her influence and contributions to the field.5

Her educational background includes a Bachelor of Arts in Business Economics from the University of California, Santa Barbara, and an MBA with a focus on Marketing from San Diego State University.15