Discover Your Niche Workshop

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.” 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.

WORKSHOP DETAILS

  • When: Tuesday, December 8, 2026, at 12 p.m. PT

  • Registration deadline: December 1

  • 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.

 

 

Frequently Asked Questions

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