tune in now!
In this bonus episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, Founder of Niki Clark Marketing, and Paige Haynes, Founder of WealthTech Concierge, to recap their first Future Proof conference in Huntington Beach. They share their highlights, lowlights, and biggest takeaways, including how to make the most of a large industry conference without overscheduling yourself, and why it pays to be intentional about building real relationships. They also discuss the buzz around the Kitces marketing report and why advisors should look closely at the methodology and consider their own firm's goals before making marketing decisions based on industry research. Tune in to learn how to approach conferences as a relationship-building and marketing opportunity, and how to choose strategies that fit your firm rather than following the latest trend.
CONNECT WITH NIKI:
Website: nikiclarkmarketing.com
LinkedIn: Niki Clark
CONNECT WITH PAIGE:
Website: WealthTechConcierge.com
LinkedIn: Paige Haynes
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