Kaleido Creative Studio

Kaleido Creative Studio specializes in providing marketing services exclusively for financial advisors and firms. Originally founded in 2008 as Wealth Management Marketing by Kristen Luke, the agency focuses on helping financial advisors execute their marketing plans effectively.

The agency offers a range of services including copywriting, graphic design, social media, email marketing, lead generation campaigns, and marketing automation. These services are available on an ongoing or on-demand basis, primarily through their OnNiche® and Outsourced Marketing Department programs.

Firms interested in their Outsourced Marketing Department program must first complete the OnNiche® program, ensuring a tailored approach to marketing that aligns with the specific needs of financial advisors.