In this episode of The Finance Marketing Podcast, Hillary sits down with Niki Clark, founder of Niki Clark Marketing, to tackle one of the most requested topics from financial advisors: how to build a consistent referral engine. Niki shares why most advisors struggle with referrals despite being excellent at their jobs, and reveals the systematic approach that separates advisors who hope for referrals from those who consistently receive them.

Hillary and Niki discuss the power of intentional touchpoints, the referability advantage of clear niching, and how small, thoughtful gestures can create lasting client relationships that naturally generate referrals. Tune in to learn practical strategies you can implement immediately to transform your referral process from random to systematic, and discover why consistency and authenticity matter more than expensive marketing tactics when it comes to building a referral-generating practice.

Connect with Niki:

Website: NikiClarkMarketing.com

LinkedIn: Niki Clark, FPQP

Instagram: @nikiclarkmarketing

Facebook: Niki Clark Marketing

YouTube: Niki Clark Marketing

Register for our live event, Build Your Referral Engine👉🏻 https://www.nikiclarkmarketing.com/the-referral-engine-lab

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Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint

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