Ask an expert: How to become an “uncomparable” advisor

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Speakers

Kristen Luke
President
Kaleido Creative Studio

Kristen Luke is the president of Kaleido Creative Studio, a marketing consulting firm that transforms Registered Investment Advisors and their employees into experts in a niche, making them “uncomparable” to other advisors. Since 2008, Kristen has consulted with hundreds of financial advisory firms and shared her marketing expertise via industry conferences, publications, and podcasts nationwide. In 2023, Kristen will publish her first book, tentatively titled “Uncomparable,” which teaches the six components advisors need to address to differentiate themselves from the competition.

Robert Huebscher
Founder, Advisor Perspectives
VettaFi | Advisor Perspectives

Robert Huebscher is the founder of Advisor Perspectives. Robert is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.