Everything You Need to
Launch Your Niche

Launch Your Niche is a six-month program 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

Sign up to receive a notification when cohort registration opens.

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 $37,500 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