How It Works: Getting Started with Niki Clark Marketing

You Think of Your
Clients as VIPs.

So Do We.

Here’s exactly what you can expect as we begin our marketing partnership — from the first questions we ask to the systems we build around your growth.

NCM

Strategy in motion

White
Glove
Onboarding

No confusion. Clear next steps.

Gather Context, data, access

NOW

Prioritize Clarify what matters first

NEXT

Activate Build the right momentum

Gathering context 01 / 03

Every Success Story Starts With a First Step

Your first 90 days, without the mystery.

Here’s exactly what you can expect as we begin our marketing partnership. Scroll through the first three months and watch the relationship take shape.

Ready to grow

PARTNERSHIP NCM +
Your Firm

01 START HERE

Data Gathering

Fresh eyes, information, documents, data and current KPIs.

02 PRIORITIZE

Triage

Address the most critical areas and begin shaping the custom plan.

03 BUILD MOMENTUM

Implement & Upgrade

Gradual upgrades and enhancements, without overwhelming your team.

Month 1 90-Day Journey

"

I can’t tell you how much I appreciate your expertise and advice. 20 minutes with you both gave me more clarity in what I want from my website than the hours I have spent staring at it and tweaking words I didn’t really like in the first place!

Tessa Rawson, Founder & Coach

What to Expect After

The onboarding ends.
The support doesn’t.

01

Email Marketing & Newsletters

Here’s exactly what you can expect as we begin our marketing partnership. Scroll through the first three months and watch the relationship take shape.

02

Website Strategy & Build

Need new headshots? Want an intro video filmed for your office? Done and done. We’ll research, coordinate, and make your vision happen with the help of other vendors. All you have to do is show up and smile.

03

Clear Communication

While we’ll happily take marketing off your plate, you’ll always be involved and aware of what’s happening. It’s your brand, after all.

04

Results… Without the Stress

Our advisors don’t sweat the next step, because we’ve built a clear path for them. They aren’t stressed about their marketing strategy. They know we have it covered.

One Lunch break could change what happens next.

What if you invested one lunch break in learning how to level up your marketing?

Start the conversation

STEP 01 Lunch Break

✦

30 MINUTES Intro Call

→

AFTER THAT Next Step

THAT'S ALL IT TAKES 30 MINUTES ONE INTRO CALL