Kristen Luke

Current

Principal at Wealth Management Marketing

Past

Senior Manager, Business Development & Marketing at Centara Capital
Marketing Manager at Centara Capital
Marketing Specialist at Arrin Systems

Assistant Purchasing Manager at ZAD

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Education

San Diego State University-California State University
University of California, Santa Barbara
Christian Brothers High School

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Recommended

13 people have recommended Kristen

Connections

500+ connections

Industry

Financial Services

Websites

Kristen Luke’s Summary

Kristen Luke is the Principal of Wealth Management Marketing, a firm 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.

Kristen Luke’s Specialties:

Client Referral Programs, Centers of Influence Programs, Client Retention Programs and Social Media Marketing Strategies

Kristen Luke’s Experience

Principal

Wealth Management Marketing

(Marketing and Advertising industry)

October 2008 — Present (1 year 2 months)

I am a marketing consultant offering a full spectrum of marketing services for independent financial advisors. I collaborate with clients to develop effective marketing strategies and provide them the support to implement the intiatives. My specialty is helping advisors grow their businesses by leveraging existing client and business partner relationships as well as utilizing social media marketing to develop new relationships.

My services include:

- Marketing Plan Development
- Client Referral Programs
- Centers of Influence Referral Programs
- Social Media Marketing Strategies
- Client Retention Programs
- New Client Acquisition Programs
- Drip Campaigns
- Email Campaigns
- Special Events
- Workshops
- Advertising
- Public Relations
- Direct Marketing Campaigns
- Marketing Collateral
- Website Design
- Copy Writing
Senior Manager, Business Development & Marketing

Centara Capital

(Privately Held; 11-50 employees; Financial Services industry)

March 2008 — October 2008 (8 months)

- Managed all marketing, recruiting and business development initiatives.
- Controled departmental expenses to ensure annual budget is met.
- Developed metrics and dashboards to track departmental progress.
- Reported on the status of the departments including metrics and dashboards to Executive Team on a monthly basis.
- Created strategic relationships with outside firms and professionals to increase revenue.
- Developed business processes to streamline the recruiting, hiring and on-boarding of candidates.
- Member of entrepreneurial team assembled to launch a new business unit.
Marketing Manager

Centara Capital

(Privately Held; 51-200 employees; Financial Services industry)

September 2005 — February 2008 (2 years 6 months)

– Developed and implemented the strategic marketing plan for a full service wealth management, tax consulting and estate planning firm.
– Managed a staff of four, including hiring responsibilities, compensation adjustments and performance reviews.
– Supervised the creation and maintenance of three websites including conception and copywriting.
– Responsible for designing, creating, and delivering marketing programs and collateral to support the growth and expansion of company products and services including direct mail.
– Optimized SalesLogix CRM System for marketing functionality and campaign ROI reporting capabilities.
– Developed the firm’s eMarketing capabilities, managed direct mail initiatives with a volume of 500,000 pieces per year and supervised events ranging in size from 10 to 400 attendees.
– Member of the management team which developed and implemented business strategies for the firm.
Marketing Specialist

Arrin Systems

(Privately Held; 11-50 employees; Human Resources industry)

July 2004 — August 2005 (1 year 2 months)

–Collaborated in the creation and implementation of the 2005 corporate marketing strategy for a B2B firm specializing in pre-employment screening services.
–Managed the production and design of marketing collateral and sales kits.
–Assisted in the branding, pricing and positioning for a new product/service launch.
–Managed the design of company website including written content, layout, and graphics.
–Developed eMarketing capabilities to help cross-sell services to current customers.
Assistant Purchasing Manager

ZAD

(Partnership; 11-50 employees; Apparel & Fashion industry)

July 2002 — December 2003 (1 year 6 months)

Kristen Luke’s Education

San Diego State University-California State University

MBA , Marketing , 2004 — 2005

Activities and Societies:

Graduate Business Student Association
University of California, Santa Barbara

BA , Business Economics , 1997 — 2000
Christian Brothers High School

1993 — 1997

Additional Information

Kristen Luke’s Websites:

Kristen Luke’s Groups:

Member, Board of Trustees, Tariq Khamisa Foundation
Committee Chair, Marketing & PR Committee, Tariq Khamisa Foundation
Member, Vistage International
Past President, Member, Pacific Beach Toastmasters
Member, Financial Planning Association
Member, University Club Atop Symphony Towers
Member, American Marketing Association San Diego Chapter
Member, San Diego Ad Club