Everything You Need to Market to a Niche

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Modules & Subscriptions

The OnNiche® system is designed to help financial advisors build a focused, effective marketing foundation. Each module builds on the next — from identifying your audience to crafting your message, creating your marketing plan, and maintaining momentum through ongoing quarterly support. You can choose the modules you need or complete the full system for a complete, repeatable marketing process.

Niche Module

Define your niche or audience of focus — one that’s both viable and a great fit for you as an advisor.

Price: $1,500

What You Get:

  • Exercises to help you brainstorm niche options

  • Process and tools to evaluate your niche opportunities

  • Two 60-minute coaching sessions to discuss and define your niche

  • A defined niche positioning statement

Messsaging Module

Craft a clear, compelling message that connects with your audience and communicates your value with confidence.

Price: $4,000

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

Marketing Plan Module

Build a strategic marketing plan that gives you direction, structure, and consistency throughout the year.

Price: $2,500

What You Get:

  • An annual marketing strategy

  • A quarterly plan with weekly action items

  • A customized OnNiche® Marketing App pre-loaded with your plan, or a PDF version if you choose not to continue with the Subscription

  • A year’s worth of content marketing topics

  • Two 60-minute consulting sessions to develop your strategy and plan

OnNiche® Subscription

Stay on track year-round with ongoing planning, tracking, and accountability to keep your marketing consistent and effective.

  1. Price: $500/month (annual commitment)

  2. What You Get:

  • Quarterly 60-minute coaching sessions to reflect, reset, and plan the quarter ahead

  • A fresh quarterly plan inside your OnNiche® Marketing App

  • An annual 60-minute strategy review and consulting session at the end of your annual contract

  • 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