Everything You Need to
Launch Your Niche
The Launch Your Niche program is designed to equip you with the essential materials and expert guidance needed to take charge of your marketing. Together, we’ll create the messaging, deliverables, and strategy to establish your niche and help you stand out. Here’s what you’ll achieve:
Find Your Niche
Identify a niche that is both profitable and well-suited for your business.
Create Your Toolkit
Work with our experts to create core marketing pieces that speak directly to your niche’s unique goals and challenges.
Develop Your Strategy
Collaborate with our experts to outline the channels and tactics you’ll use to reach and engage
your niche.
What You’ll Receive
Webpage Content
Brochure
Elevator Pitches (Written and Verbal)
Marketing Plan
Social Media Profile Content
Ideal Client Profile (Persona)
Program Options
We offer three ways to participate in the Launch Your Niche program, all with the same outcomes and deliverables, but tailored to fit the unique requirements of each advisor and firm.
Cohort
Price: $7,500
Next Start Date: February 1, 2025
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Ideal for those who prefer to work alongside a group of peers on a similar journey, this option provides collaborative insights and group accountability. It follows a structured schedule to ensure you complete the program within the established timeline.
Structured schedule to launch your niche in four months
Group coaching calls most weeks
Weekly office hours (optional)
Two private consulting calls
Group chat forum
One-On-One
Price: $12,000
Next Start Date: First of each month
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Perfect for established firm owners or advisors with a full client load, this program offers one-on-one accountability with a flexible schedule tailored to your needs.
Flexible pace within a six-month window
Dedicated client experience manager
Three private consulting calls
Two accountability check-in calls per month
Chat and email support
Enterprise
Price: Starts at $50,000 for five advisors
Next Start Date: On your schedule
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Designed for firms aiming to implement multiple niches simultaneously, this program provides a private cohort experience for the firm’s advisors creating consistency across niche strategies aligned with overall firm objectives.
Structured schedule to launch your niches in four months
Weekly firm-only group coaching calls
Two private consulting calls per advisor
Group, firm-only chat forum