Marketing That Actually Scales: Build a Plan You Can Execute All Year:

February 26, 2026

Just the systems, decisions, and disciplines advisors are using to grow with intention.

About this Episode

Most advisors don’t fail at marketing because they aren’t trying hard enough.

They fail because they’re executing without a plan – or planning without a system.

Join us on Thursday, February 26th at 12:00 PM CST with Eric J. Negron, CEPA® and marketing strategist Kristen Luke to unpack how advisors can build a strategic marketing plan and then actually execute it consistently throughout the year.

Meet the Speakers

Eric J. Negron, CEPA

CEO | Wealth CFO | Exit Planner

Forefront Wealth Partners

+ About Eric Negron

Wealth CFO for Professionals with Equity Comp and Business Owners Ready to Transition Now or in 3-5 Years | Helping 70,000+ Advisors Scale 🚀 | Financial Broadcaster 🎙️ | 5x Dad life ❤️ | Books & Coffee 📚☕

Kristen Luke

Marketing Strategist | President & Founder | Author

Kaleido Creative Studio

+ About Kristen Luke

Kristen Luke is a marketing strategist and the President and Founder of Kaleido Creative Studio and OnNiche®. For 20 years, she has helped financial advisors clarify their message, differentiate their firms, and attract the right clients through focused, intentional marketing. She is the author of Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing and a frequent speaker and contributor to industry conferences, podcasts, and publications including FPA NorCal, DFA Study Groups, Kitces.com, Advisor Perspectives, Jolt!, and Advisor ScaleCon.

Resources

Kristen Luke’s Marketing Strategy Matrix

Download

Creating An Annual Marketing Strategy To Fit Your Firm (And Stop Guessing What To Do Next)

View Resource

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Marketing That Actually Scales: Build a Plan You Can Execute All Year

Most advisors don’t fail at marketing because they aren’t trying hard enough. They fail because they’re executing without a plan – or planning without a system.

Watch The Replay