About: Natalie Hales, Brand Strategist
It’s Not Business, It's Personal
Nice to meet you!
This is me, my infinitely patient husband (who’s often caught in the crossfire of my spontaneous travel whims), and our furry sidekick, Bubba.
I’m usually found whipping up our next grand plan, my husband serves as our ever-practical compass, and Bubba? He’s our sleepy office dog, specializing in cleaning under-the-desk crumbs and delivering a daily dose of cuteness.
Want to stop guessing and start growing?
With 15 years of experience in financial marketing, I specialize in helping financial advisors discover their niche, craft their positioning, and tell their stories to attract dream clients. My work turns advisors into authorities.
As the child of blue-collar immigrants, I’ve personally experienced the hardships and financial struggles that many families face. Witnessing my parents’ hard work and resilience taught me the value of overcoming adversity. However, when my mom’s disability forced her to stop working and my dad suffered a debilitating stroke without insurance, our world turned upside down… It felt like a nail in my own coffin to learn that my dad’s condition was hereditary.
During those challenging times, a compassionate financial advisor changed my life. He showed me the power of financial planning and regaining control over our circumstances. Inspired by his empathy, I help financial advisors stop chasing clients and start attracting them. My approach focuses on positioning, storytelling, and niche clarity to build authority and create sustainable, long-term business growth.
My expertise comes from working across Canada and the U.S., helping financial professionals stand out in an industry that often feels oversaturated. I bring a mix of creativity and strategic thinking to help advisors design a brand and business that feels authentic, profitable, and sustainable.
Let’s build your brand the right way.
Happy Clients
Bryan Huhn, CFP
Reflective Wealth
“If you want help figuring out your niche, reach out to Natalie Hales. Her process helps financial advisors think very critically about who they are and who they want to serve.”
Eldon Dunseith
Insurance and Registered Disability Savings Plan (RDSP) Advisor
“Thank you Natalie! I could not have done this without you. In our industry, we need to put ourselves out there more than we have in the past. As Jeff said, it’s important to share why we do what we do.”
Billy Zerillo
Vice President, TerraWealth
“What an amazing experience I had with Natalie that truly changed the way I think about my business.”
Work with Me
For experienced financial advisors looking for quality clients, not quantity:
Sprints: A Faster Path to Authority & Attraction
My Sprints are high-impact strategy sessions designed to help advisors gain clarity on their niche, refine their messaging, and develop an actionable marketing strategy—without wasting months figuring it out. Each Sprint delivers a tailored plan that advisors can implement immediately. My Niche Funnel methodology underpins my approach to develop niche positioning and marketing strategies that actually work.
Workshop: Package Your Message with Style
The Message Makeover is an intimate 6-week workshop to craft your brand’s position, personality and compelling messages so you can have the right-fit clients coming to you. Together, in an intimate workshop with your peers, we’ll uncover your unique identity and develop a positioning strategy with messages your ideal client cares about.
Course: A Steady Flow of Ideal Clients
This online course is designed to help you discover who you can best serve and how you can do that in the most impactful way. The step-by-step process guides you in carving out your niche, the fastest way to grow a book of engaged clients who trust your expertise and are open to your suggestions.
For Associations, MGAs and RIAs:
Speaking: Book Natalie Hales
I offer speaking, training and coaching options to associations, MGAs and RIAs. With my expertise, you could fast-track your advisors’ success, helping them attract quality clients without adding to your plate. Contact me today to learn more about how we can work together.
Let's connect!
Book a 30-minute chat to ask questions and learn how I can turn you into an authority!
Let's work together!
Let me know how I can help you and I’ll get back to you within 48 hours to schedule some time to chat!
Stop chasing clients and start attracting them with the power of strategic expertise and a personal brand.
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