The Opportunity Is There. The Framework Isn't.

OnNiche® Enterprise

A niche-based marketing operating system that enables enterprise RIAs to define broad specialty areas at the firm level and then empower offices, teams, or individual advisors to own specific niches within those categories.

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Give Your Firm a Strategic Framework

OnNiche® Enterprise gives your company a framework for identifying niche opportunities and building a marketing plan for each one. The framework starts with firm-level foundation work, then applies the OnNiche® System, our clear and repeatable process, to every specialty area you decide to pursue.

  • Establish the Firm Foundation

    Define a unifying firm theme and specialty areas. Align leadership, brand, and compliance. Map how firm-level and niche marketing work together.

  • Build and Launch Each Niche

    Position each champion (office, team, or advisor) with a focused niche, clear messaging, and annual strategy.

  • Plan, Reflect & Iterate

    Every 90 days, we translate each niche strategy into a specific, actionable plan built around the time and budget available — then reflect on what worked and adjust before building the next one.

  • Stay On Track Together

    Ongoing support keeps your team accountable week to week with leadership visibility options available to monitor progress across marketing plans.

A Marketing Operating System Built Around Each Niche

THE BLUEPRINT

For each niche, we define the audience and messaging — the foundation every strategy is built on. The blueprint includes four components:

  1. Ideal Client Persona

  2. Messaging Formula

  3. Unique Solution

  4. Client Outcome

ANNUAL STRATEGY

Before any tactics are chosen, we establish a clear direction so every marketing decision has a purpose. What we establish for each niche:

  1. Overall Objective

  2. Marketing Channels

  3. Influencers

  4. Content Themes

  5. Assets

QUARTERLY PLAN

The quarterly plan translates the annual strategy into action. We scope each plan to your team’s available time and budget so everyone is working from a plan that's realistic, not just aspirational. Each niche marketing plan establishes:

  1. Quarterly Objectives

  2. Measurable Goals

  3. Marketing Tactics

  4. Content Topics

  5. Contacts

SUPPORT

A strategy is only as good as the action behind it. Ongoing support keeps your advisors accountable, on track, and moving forward every week of the year. Whether it's a quick question or a bigger challenge, help is always within reach. Ongoing support includes:

  1. The OnNiche® Marketing App

  2. Weekly Office Hours

  3. Monthly Group Accountability Calls

  4. Chat Support

Schedule a Discovery Call
Schedule a Discovery Call

Pricing

Designed to be customized

OnNiche® Enterprise Baseline Package

This package serves as the baseline for how we can tailor a custom Enterprise proposal based on your firm’s specific needs, number of specialty areas and implementation timeline. Schedule a call to learn more.

Firm Foundation
Establish firm-level theme, specialty areas, and strategy map.

  1. Price: Starts at $10,000 (one-time fee)

Annual Plan & Strategy
Comprehensive annual marketing strategy and first quarterly plan.

  1. Price: $3,750 per niche

Ongoing Support
Quarterly coaching, office hours, accountability calls, chat access.

  1. Price: Starting at $750 per niche per month*


*Additional fees apply for each advisor participating in the niche.

(Optional) Messaging Package
Landing page content, two-page brochure, elevator pitch, online profile guidelines, and LinkedIn profile content.

  1. Price: $6,000 per niche

OnNiche® Case Studies

Who OnNiche® Enterprise Is For

  1. Enterprise RIAS

    Your company has dozens of advisors and a large client base spanning multiple markets. Within that base are niches you could own — but no one is marketing to them intentionally as a specialty. OnNiche® helps you identify those opportunities, assign champions to lead them, and build a marketing plan for each specialty area.

  2. Integrators & Aggregators

    Your company has hundreds of advisors and is regularly onboarding new firms into the network. Each firm joins with its own client relationships and local market strengths that could become specialties — but no one is supporting them in building a marketing strategy around those opportunities. OnNiche® gives newly integrated firms a structured way to identify niches, assign champions, and build a marketing plan for each one.

Schedule a Discovery Call
Schedule a Discovery Call

Frequently Asked Questions

FOR Firms Considering OnNiche®

  • Each champion should expect a minimum of two hours per week. Implementation can be delegated, but some activities require their direct involvement.

  • We'll map that out together using your internal team, existing agency partners, or source and recommend vendors. Champions will need to be involved in activities that require their presence.

  • Neither. Each champion works on their own strategy and plan on their own schedule. They won't be required to participate at set times or coordinate with other advisors in the firm — only the people directly supporting their niche marketing plan.

  • Each champion gets their own niche, strategy, and quarterly plan. Firm-level brand and compliance guidelines are established upfront and applied across all of them to ensure consistency.

  • The strategy and plan stay with the firm. A new champion can be onboarded into the existing niche.

  • No. A champion can be anyone with the authority and responsibility to ensure a marketing plan is executed — typically a senior-level advisor, team lead, or marketing manager. It should not be a junior-level employee.

  • Through visibility and accountability. Leadership can monitor each champion's goals, activities, and quarterly progress through the OnNiche® Marketing App, regular reporting, and optional check-in meetings.

Are You Ready to Reach Your Niche Opportunities?

Schedule a Discovery Call