Build Your Marketing Around an Audience,
Not an Audience Around Your Marketing
The niche-based marketing operating system for financial advisors—strategic, actionable, and repeatable, so you can stop guessing and start executing with purpose.
Stop Guessing at Marketing
If you’re like most financial advisors, you’re stuck asking questions like:
What social media should I be using?
Should I start a podcast, write a book, or launch a YouTube channel?
Which technology tools are worth the investment?
Should I hire a marketing agency or try doing it myself?
Should I be doing more marketing than I’m currently doing?
At OnNiche®, we help you build a marketing operating system you can trust, so every question has an answer, every week has a plan, and your marketing finally becomes focused, consistent, and effective.
Build a Marketing Operating System That Replaces Guesswork with Clarity
Most advisors don’t need more tools or tactics. They need a clear, repeatable system that keeps their marketing focused, measurable, and aligned with their business goals. That’s what we build with you.
With OnNiche®, you’ll finally develop a clear marketing strategy, then turn it into a living, working plan with weekly goals, progress tracking, and real-time accountability. You’ll know exactly:
Who you’re trying to reach and what to say
What tools, channels, and support to use
What to focus on each week, month, and quarter
Whether you’re on track and how to adjust when needed
No more wondering what to do next. No more scattered efforts. Just a clear plan—custom-built for your ideal client and business—with the structure to follow through.
Why Niche-Based Marketing Is the Smartest Move You’ll Make
It attracts the right clients, the ones who value your expertise and refer more.
It gives you clarity on what to say, where to say it, and why it matters.
It turns marketing from a guessing game into a focused, repeatable system.
It builds momentum because every effort builds on the last.
Whether you’re building from the ground up, refining an existing strategy, or managing growth across dozens of advisors, we help you implement a niche-based marketing system that fits your structure, supports your goals, and centers around what sets you apart: your niche.
Who We Work With
Advisors launching or relaunching with a marketing strategy focused on a single niche.
Solo Advisors
Established firms exploring a niche specialization while continuing to serve a broad client base.
Boutique RIAs
Firms building scalable, multi-niche marketing frameworks that empower advisors and teams to market within their unique niches.
Enterprise RIAs
Organizations formalizing a marketing operating system, rooted in niche-based strategies, to support advisors at scale.
Institutions
How OnNiche® Works
-
Find Your Audience
Define the audience you want to focus on, whether it’s a clearly defined niche or a key segment of your existing clients, to make your marketing more focused and effective.
-
Develop Your Message
Craft a message that resonates with your audience and build the foundational marketing pieces that communicate your value.
-
Build Your Marketing Plan
Create your initial annual strategy, translate it into an actionable quarterly plan, and build a structured, trackable system with clear priorities, measurable goals, and built-in accountability.
-
Iterate Quarterly
Every 90 days, review your strategy, refine what’s working, and layer on new tactics as needed to support your strategy, so you keep building momentum.
What Advisors Are Saying
Frequently Asked Questions
-
No. You don’t have to go all in on a single niche, but you do need to focus on one audience. Whether it’s a specific niche or a defined segment of your client base, your marketing will be more effective when it’s built around a clear audience. OnNiche® helps you identify, define, and focus your marketing on the right people.
-
OnNiche® is designed for financial advisors and built on nearly years of experience working with advisors. However, we will work with professionals in related fields such as CPAs, estate planning attorneys, and other wealth management-related professionals on a case-by-case basis.
-
OnNiche® provides the strategy, messaging, and marketing plan you need to guide your marketing—implementation is not included. If you want help executing your marketing, our sister agency, Kaleido Creative Studio, offers à la carte marketing projects and ongoing services once you’ve completed your OnNiche® Messaging and Marketing Plan phases.
-
No. You can choose individual OnNiche® modules based on your needs. However, to join the OnNiche® Subscription, you must first complete the Marketing Plan module. To access implementation services through Kaleido Creative Studio, you’ll need to complete both the Messaging and Marketing Plan modules.
-
The OnNiche® modules and subscription are each built around one specific audience. If you want to create marketing for multiple niches or client segments, you’ll need to purchase separate Messaging and Marketing Plan modules for each audience. You’ll also need a separate OnNiche® subscription for each audience.
-
The Niche, Messaging, and Marketing Plan modules are one-time projects that typically last 1–3 months each. The OnNiche® subscription is a 12-month commitment designed to guide you through a full marketing cycle—one annual strategy and four quarterly plans. Your subscription begins after the Marketing Plan module is completed.
-
No. The Marketing Plan module includes a complete annual strategy and a quarterly marketing plan, which are built inside the OnNiche® Marketing App. If you choose not to continue with the subscription, you’ll still receive a PDF version of your strategy and plan. However, ongoing access to the OnNiche® App and its interactive features and accountability tracking requires an active annual subscription.