VIRTUAL WORKSHOP

Discover Your Niche

Ready to try niche marketing but don’t know which niche to pursue? The Discover Your Niche workshop guides you through the niche discovery process from Kristen Luke’s book, “Uncomparable: The Financial Advisor’s Guide to Standing Out through Niche Marketing.”

Office Workers in Modern Conference Room

About the Workshop

Before the session, you’ll watch an on-demand webinar and use a brainstorming worksheet to gather your options. Then you'll bring your top choice to the live workshop, get feedback from Kristen, Meagan, and the group, and leave knowing whether it's worth pursuing further.

Cost: $149 
Format: live on Zoom
Class size: maximum of five attendees
Who should attend: advisors who want to focus on a niche but haven't decided which one
What you get:

  • On-demand prep webinar to watch before the session

  • Niche brainstorming worksheet

  • Niche assessment

  • One-hour live interactive workshop

  • Scripts and email templates to interview your niche after the workshop

  • Clarity on the niche worth pursuing

How It Works

  • Register in Advance

    You must register at least one week in advance of the session date. Once registered, you’ll receive the webinar recording and pre-workshop exercises.

  • Complete the Prep Activities

    Watch the 30-minute webinar recording that walks you through the niche discovery process. Then work through the brainstorming exercises.

  • Attend the Workshop

    In this interactive session, you’ll present the niche you're considering, get live feedback, and leave knowing whether it's the one to pursue.

Upcoming Workshops

Thursday, October 22, 2026, at 12 p.m. PT
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Tuesday, December 8, 2026, at 12 p.m. PT
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Thursday, January 21, 2027, at 12 p.m. PT
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Frequently Asked Questions

Are you ready to take the first steps toward niche marketing?