About Kristen Luke
Kristen Luke is the Principal of Wealth Management Marketing, a consulting firm which provides a full spectrum of marketing services for independent financial advisors. Working exclusively with small Registered Investment Advisors and Independent Brokers, she collaborates directly with clients to develop and implement marketing strategies and supporting infrastructure to ensure consistency and efficiency in the sales, marketing and business development processes. Her specialty is working with advisors to help grow their business by leveraging existing client and business partner relationships.
Prior to becoming an independent consultant, Kristen served for three years as the Senior Manager of Business Development & Marketing for a boutique wealth management firm specializing in coordinated planning for high net worth clients. Her philosophy is that the most effective way for wealth management firms to grow is by leveraging existing relationships and by consistently providing an exceptional client experience.
Kristen received a B.A . in Business Economics from the University of California, Santa Barbara and an MBA with an emphasis in Marketing from San Diego State University.
Kristen sits on the Board of Trustees for the Tariq Khamisa Foundation (TKF) where she heads the Marketing & PR Committee. She is currently spearheading TKF’s cause marketing campaign, Stop Kids from Killing Kids, which is scheduled to launch June 26, 2009. Kristen also serves as Vice President of Public Relations for Pacific Beach Toastmasters and is the immediate Past President of the club.
Find out more about Kristen Luke and Wealth Management Marketing at www.WealthManagementMarketing.net.
