Revenue Architects - Consulting Agency

Kristen Luke,  Consultant - Wealth Management Marketing

Kristen Luke is the Principal of Wealth Management Marketing, a Revenue Architects affiliate dedicated to providing marketing strategies and support for financial advisors. Based in San Diego, Kristen works with independent financial planners and investment advisors to develop effective marketing plans and provides the back office support required to implement the strategies.

Prior to becoming an independent consultant, Kristen served for three years as the Director of Marketing for a boutique wealth management firm specializing in coordinated planning for high
net worth clients. In this role, she was responsible for the development and implementation of the firm’s strategic marketing plan.

Kristen is the author of the Financial Marketing Wire, a weekly blog dedicated to providing practical marketing tips and advice to financial advisors. She is a frequent contributor to Advisor Perspectives and Horsesmouth, regularly hosts webinars for Advisor Nation and will be published in the Financial Planning Association’s Practice Management Solutions magazine in November 2009. 

Kristen frequently speaks to professional associations and groups on the topic of social media marketing for advisors. She has also been quoted in InvestmentNews for her expertise in social media marketing.

Education

• B.A. Business Economics, University of California Santa Barbara (2000)
• MBA with an emphasis in Marketing, San Diego State University (2005)

Memberships & Assocations

• Member, Financial Planning Association, San Diego Chapter
• Toastmasters International, Club #54 Pacific Beach Chapter; Past President, Competent Communicator Designation, Competent Leader Designation
• Tariq Khamisa Foundation; Member, Board of Trustees, Chair, Marketing & PR Committee, Member, Development Committee
• Member, Vistage International, San Diego
• Member, University Club AtopSpecialties

Kristen's Profile on LinkedIn