The OnNiche® System
We help financial advisors define their audience, craft their message, and build a repeatable marketing plan.
Discover Your Niche
Define your niche or audience of focus—one that’s both viable and a great fit for you as an advisor.
What You Get:
Exercises to help you brainstorm niche options
Process and tools to evaluate your niche opportunities
course
Free
Messaging Package
Craft a clear, compelling message that connects with your audience and communicates your value with confidence.
What You Get:
The OnNiche® Blueprint, including:
Client Persona
Key messaging themes
Elevator pitches
Online profile guidelines
LinkedIn profile and banner image
Content and wireframe for one niche-focused landing page
One 2-page PDF brochure
One 60-minute messaging consulting session
*Save $1,000 when you sign up for the Annual Marketing Plan Service at the same time.
Price per niche
$5,000*
Annual Marketing Plan
Build a strategic marketing plan that gives you clear direction and structure for the year. Then stay on track with ongoing coaching, tracking, and accountability to keep your marketing consistent and effective year-round.
First 30-60 Days
One 30-minute onboarding call
One 60-minute consulting session to develop your annual strategy
One 60-minute consulting session to develop your initial tactical marketing plan
Access to the OnNiche® Marketing App with your personalized strategy and plan
Capture one year’s worth of content topics
At the End of Each Calendar Quarter
One 60-minute coaching session to plan the quarter ahead
Receive a quarterly tactical marketing plan
Ongoing
Direct chat access for quick answers
Continuous access to your marketing app
A weekly action plan to keep you focused
Progress tracking for accountability
Option to hire Kaleido Creative Studio for special projects*
*Completion of the messaging package is required to be eligible.