Frequently Asked Questions About Niki Clark Marketing
Have a
Question?
When you’re looking for the right marketing partner, you’ve got a big decision to make. Here are some honest answers to a few of our most commonly asked questions.
FAQs
THE BIGGER THE MARKETING DECISION →
← THE MORE CLARITY YOU SHOULD HAVE.
01 / Working With Us
The fit matters.
What does Niki Clark Marketing do?
We partner with wealth management firms and financial advisors who are ready to stand out without resorting to cookie-cutter marketing.
As a full-service marketing agency, we do everything from branding and social media to emails, newsletters, blogs, and marketing collateral. If it falls under marketing, we handle it.
The benefit is you won’t have to juggle multiple vendors; you have one team that understands your firm and manages your marketing from start to finish.
Who do you work with?
The wealth management firms we work with manage between $800M and $1B AUM and are ready to level up. The firms we support typically have a firm size of around 15-20 people, often with a marketing person already on staff (but not always).
Because we focus on this industry, we understand compliance, what works and what does not, and how to make financial marketing engaging instead of dull. We know how to take what you want to say and make it engaging for your audience.
I’m not a financial advisor. Will you still work with me?
We do have a passion for supporting small businesses and non-profits, and we’d be happy to discuss the possibility of partnering.
What if I already have an in-house marketing person?
Awesome! We love collaborating with in-house teams. Whether you need strategy support, content creation, or help filling in the gaps, we play nice with others and make sure everything stays seamless.
How do we get started?
We hop on a call. You tell us what you need, we tell you what we recommend, and if we’re a good fit, we start making marketing magic. It’s that simple.
02 / Our Services
What can we take off your plate?
How much are your services?
Our marketing partnership begins at $5,000 a month, but pricing varies since each marketing strategy is customized to your needs. We are happy to offer ongoing support to your internal marketing team or operate entirely as your outsourced CMO.
Do you offer one-off projects, or do I have to sign a contract?
Both! If you need a one-time branding refresh, website edits, sales funnel, or some killer marketing collateral, we’ve got you. But if you’re looking for ongoing strategy, social media, content creation, or marketing management, we offer a full-service marketing partnership.
Do you create websites?
Yes. We design, optimize, and build.
We partner with trusted developers for the technical build, managing the entire process from beginning to end. We remain your main point of contact and oversee everything from strategy and design to launch and ongoing updates.
That means you get a high-performing website without having to deal with technical headaches.
Do you offer consulting services?
Yes! We offer one-on-one 60-minute consultations for a flat fee of $950. This is ideal for firms who need help addressing a very specific problem, have strategy questions for Niki, or need help understanding metrics and KPIs. Consultations include follow-up support, resources, and videos to reinforce actionable takeaways and next steps.
Can you run paid ads for me?
Absolutely.
We work closely with trusted advertising specialists, depending on the platform you want to use. If paid ads make sense for your strategy, we will coordinate the entire process and manage the relationship from start to finish.
We also help ensure your ads connect to the right landing pages, messaging, and content so your marketing works together as one system.
03 / AI Tools
Smart tools are useful.
Do I really need a marketing agency if I can just use AI?
AI’s objective is to follow a prompt and deliver data. In doing so, it has the ability to produce content.
It cannot own your brand or make your firm look different from every other RIA in the room.
Do you use AI to create content?
No, we do not use AI to write for us. We have an experienced copywriter on our team who develops content distinct to each firm’s unique voice and value proposition.
Do you use AI at all?
There are some cases where AI can help our team save time and serve our clients better. For example, we are big fans of AI notetakers for meetings and transcripts.
What if I want to use AI when working with you?
If you’d like to provide us with AI-generated copy or design as a jumping-off point, we are happy to take it into consideration when developing custom content.
It is becoming increasingly common for advisors to run our suggestions and content through their preferred AI engine to generate feedback and edits. We will talk with you through the results, but encourage you to remember that AI is simply a tool, not an experienced expert with your unique growth goals in mind.
Ask us the one that’s actually on your mind.
A short conversation will tell us more than another ten FAQ answers ever could. Tell us what you’re trying to solve, and we’ll tell you what we recommend.