About: Natalie Hales

It’s more than work for me; 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.

Are you a financial advisor ready to boost your online presence and establish yourself as an authority?

With over 10 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’ve dedicated over a decade to helping others in similar situations.

I am passionate about supporting advisors who want to make a positive impact on everyday people’s lives, as I have personally experienced the transformative power of financial guidance. With values rooted in integrity, empathy, and collaboration, I am committed to empowering advisors to reach more people and change lives.

Happy Clients

Bryan Huhn Headshot

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

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 Headshot

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 new, independent, and transitioning financial advisors:

The Winning Strategy

The Winning Strategy is a 1:1 personalized advising program where I work with you to discover your niche, create an audience profile that’s tailor-made for your business, define the ideal market positioning, and craft brand messaging that will make your business stand out. But I’m not just going to leave you hanging there. I’ll also recommend marketing tactics and success metrics to help you enhance your brand differentiation and improve sales.

The Message Makeover

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.

The Power of Niche

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 MGAs and RIAs:

Custom Marketing Solutions

I offer a wide range of custom marketing solutions for MGAs and RIAs. With my expertise, I can help you take your business to the next level without compromising on quality. 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!

Natalie Hales wearing a white shirt and jeans leaning on a chair and smiling

Stop chasing clients and start attracting them with the power of strategic expertise and a personal brand.

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