Niki Clark Marketing

Simplifying Marketing for Financial Advisors

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Niki Clark Marketing

Simplifying Marketing for Financial Advisors

Service Provider Categories

  • Marketing

Overview

My name is Niki and I am a marketing consultant, coach, and specialist for financial advisors.

Sometimes, I’m simply a sounding board.

Advisors need someone to talk to also!

In 2016 I got my FPQP designation because I find finance incredibly interesting. This designation and education allow me to serve you better.

I help with marketing strategies, building brand awareness, thought leadership, and growing your business.

Let's show the world what a great advisor you are!

As a woman in the finance industry, I am a strong advocate for amplifying the voices of females in finance!

People always like to know a person’s “why.”

Here’s mine:

Working with financial advisors has to be one of the most fulfilling things I get to do.

Advisors are some of the most caring and selfless people I know. I see what they do each and every day and how much they care for their clients.

If I can help you with your marketing and business growth so you can take care of your clients better, everyone wins!

When not working, I am pestering my husband and daughter, chasing after my dogs, and constantly taking pictures.

On a quest to dive deeper into the bible and learn more about Jesus! Highly recommend the book Driven by Eternity!

We live in an area surrounded by mountains, so there is a lot of time spent exploring, hiking, and searching for antiques in small, mountain towns.

Hippie at heart!


Specialties:

⚫ Content strategy
⚫ Social media marketing
⚫ Campaign management
⚫ Email marketing strategy
⚫ Advocate for relatable content
⚫ Brand awareness and recognition
⚫ Engagement and relationship management

And making finance fun!

Services Provided

  • Content Marketing
  • Other
  • Video Marketing

What to expect in the first meeting

During our first meeting, this is the perfect time for us to get to know each other. What is most important is for me to know about you, who you are, what you care about, and how you want to best serve your clients. This is your time to talk about why you love to do what you do and also tell me about your clients and ideal target market. And to put you even more at ease, all pets and kids are always welcome. They are never an interruption!

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