Author: Craig Clark
Craig Clark
Craig Clark is the Chief Growth Officer at Nitrogen, the AI-enabled client engagement platform for wealth management firms. In this role, he leads the teams responsible for developing the firm’s brand, product positioning, thought leadership and sales execution in the wealth management marketplace. A 20-year marketing and sales development veteran of the SaaS industry, he has seen success putting companies on a strong growth trajectory, aligning brands and positioning for maximum access to the total addressable market ahead of successful financings and strategic exits. Craig was named CMO of the Year at the 2024 Wealth Management Awards, and Wealth Solutions Report named Craig one of the Top 10 Wealth Management CMOs in 2023. In his personal life, Craig hails from British Columbia, Canada, and on evenings and weekends, you’ll most likely find him fishing and spending time with his young family.
Almost every investor wants their burning financial questions answered by one professional. They want a quarterback who sees the entire field. It’s right in the title “financial advisor.” Every single client with significant investable wealth cares about taxes. 0% want to pay more taxes. But typically, when the topic turns to taxes, financial advisors punt. We hear the same reasons over and over: compliance constraints, licensing boundaries, or simply a lack of knowledge of tools in the area. Advisors often retreat behind the shield of “I am not a CPA,” leaving the most critical variable in a client’s wealth equation,…