Marketing Specialist for financial advisors. Growth consultant & coach. Making sense of marketing.
Joined March 2009
- Tweets 9,564
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30 Sep 2025
If you haven't already signed up for The Advisor's Canvas...
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Wow.
Thank you everyone who has trusted me and my company to help you.
We love getting to work with advisors and help them in any way we can and promise that we don't take your trust for granted.
We are so honored to be included in this group!
kitc.es/4psMjbx
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She’s polished. She’s confident. She’s somewhere between 55–65.
And somehow, she works at every company on the internet.
Visitors to your site may not consciously recognize her, but their brain does.
And when everything looks familiar, nothing feels credible or specific.
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"...it’s true, that people don’t care about your brand or product, they care about what your brand or product can do for them, and how it will help in their personal experience."
Love this line from @socialmedia2day !
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Jan 30
The web team when the Slack channel "Grievances" is popping off.
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Jan 29
FAQ schema. JSON-LD. Indexing. Rich results.
Sounds like a headache. Acts like a game-changer.
If AI tools and search engines can’t read your site, they definitely won’t quote it.
#financialadvisormarketing #aeo #seo #websiteoptimization
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Jan 28
Content needs to do more than just look good on your site.
AEO is how you make sure your content gets cited, not just seen.
read on: nikiclarkmarketing.com/blog/…
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Jan 23
Client: “Why aren’t we showing up in AI Overviews?”
Us: “Did you use schema, structure for answers, validate markup, request indexing, and monitor performance?”
Client: 😐
Us: "FAQ page????"
Client: 😐
Us: 🥴
#DigitalMarketing #AEO #SendHelpOrSnacks
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Jan 22
Structured data. JSON-LD. Indexing.
You don’t have to speak fluent robot, but your content does.
We break down the AEO essentials (without making your eyes glaze over).
Get the rest of the good stuff here 👉nikiclarkmarketing.com/blog/…
#AEO #MarketingStrategy
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Jan 21
Your marketing should sound like you.
But it should also work.
Pretty content that doesn’t drive leads is just a portfolio piece.
We build strategies that speak your language and move the needle.
#MarketingThatWorks #financialadvisormarketing
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Jan 20
If your site has great content but zero quotes in AI Overviews… it might not be the content.
It might be the structure.
Add schema. Lead with answers. Get cited.
#AnswerEngineOptimization #MarketingForAdvisors
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Jan 16
“Marketing for financial advisors” gets thousands of searches but most advice feels like copy-paste content.
Here’s what you need in 2026:
• Clear positioning
• Personalized outreach
• Strategic email (not spam)
• A plan you’ll stick to
#advisorgrowth #marketingtips
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Jan 16
“Marketing for financial advisors” gets thousands of searches but most advice feels like copy-paste content.
Here’s what you need in 2026:
• Clear positioning
• Personalized outreach
• Strategic email (not spam)
• A plan you’ll stick to
#advisorgrowth #marketingtips
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Jan 15
If you're a financial advisor googling “how to stand out in a saturated market,” stop scrolling.
We help advisors build marketing strategies that actually grow their business without the gimmicks.
#financialadvisormarketing #marketingstrategy #financialadvisorbranding
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Jan 14
Trend fatigue is real. 42% of users only follow trends that actually fit them.
In 2026, it’s not about chasing, it’s about curating.
Relevance > speed. Alignment > noise.
#marketingstrategy #contentthatlasts #brandclarity
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Jan 13
NCM is now sharing insights, ideas, and strategies directly from our (very real, very caffeinated) desks on Substack.
#marketingagency #financialadvisormarketing #financialadvisors
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Jan 13
The NCM newsletter got a glow up.
If you aren't already subscribed (we're only judging you a little), now's the time!
Click here to get the good stuff: nikiclarkmarketing.com/newsl…
#marketingagency #financialadvisormarketing #financialadvisorbranding
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Us working on presentations, webinars, etc. for the next several weeks.
#marketinglife #financialadvisormarketing
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Happy New Year!
Thank you to everyone who has been in our corner this year. We can't wait to see what we do together in 2026.
#marketingagency
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31 Dec 2025
You made it through 2025. That alone is worth celebrating.
Wins, lessons, growth... it all counts.
Resist the urge to over-plan today.
Rest. Reflect. Enjoy.
Strategy can wait until next year.
#MarketingMindset
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