OnNiche® for Multi-Niche Firms

A Strategic Niche-Based Marketing System for Growth-Minded Firms

When advisory firms grow, they often hit a wall. What once worked—referrals, reputation, and the founder’s relationships—no longer scales. To reignite firmwide growth, you need a deliberate, repeatable system that empowers every advisor to contribute to business development.

The OnNiche® Multi-Niche Program helps enterprise-level RIAs and multi-advisor firms build that system. By aligning each advisor with a clearly defined niche, your firm transforms into a coordinated growth engine—where every team member has the clarity, tools, and confidence to attract the right clients.

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Why a Multi-Niche Approach Works

A multi-niche strategy allows each advisor or team to focus on a distinct audience they’re uniquely equipped to serve. When implemented well, it:

Builds a stronger, more scalable marketing foundation
Creates consistency across individual advisor marketing efforts
Aligns firm-level strategy with each advisor’s strengths
Develops the next generation of business developers
Keeps your message unified under your firm’s brand and mission

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How OnNiche® Helps Multi-Niche Firms

The Multi-Niche Program is a collaborative, structured process that helps each advisor define, build, and launch their niche under your firm’s overarching brand.

Stage 1

Establish Firm-Level Foundation

Before individual advisors begin, we create alignment across the firm.

Set firm guidelines and compliance parameters
Define a unifying theme or mission that ties all niches together
Map how firm-level and advisor marketing integrate
Review current marketing resources and identify gaps
Write updated homepage content (if needed) to reflect the firm’s new direction

Stage 2

Build and Launch Each Advisor’s Niche

Once the firm foundation is set, each advisor develops and launches their own niche marketing system.

Identify or refine a niche that aligns with both the advisor’s strengths and the firm’s goals
Craft clear, compelling messaging consistent with the firm’s brand and narrative
Build a complete marketing kit—including webpage content, a two-page brochure, social profiles, and elevator pitches
Develop an annual strategy with defined goals and priorities
Translate that strategy into a 90-day quarterly plan with actionable tactics and content ideas
Establish accountability systems to track progress, measure results, and maintain consistency

Stage 3

Ongoing Support (Add-On)

After each advisor has launched their niche and marketing system, the OnNiche® Subscription provides the structure and accountability to sustain momentum.

Quarterly 60-minute coaching sessions to review results, reset goals, and plan for the next quarter
Fresh quarterly plans added directly into each advisor’s OnNiche® Marketing App
Annual strategy review to update goals and strengthen alignment across all niches
Direct chat access for quick answers and real-time feedback
Continuous access to the Marketing App for planning, tracking, and collaboration
Weekly action plans and progress tracking for accountability
Optional implementation support through Kaleido Creative Studio for marketing projects and campaigns

What Your Firm Receives

For the Firm

✔ Leadership kickoff call and private strategy session

✔ A Multi-Niche Strategy Map outlining firmwide alignment

✔ Marketing resource review and implementation roadmap

✔ Inclusion for up to three advisors (additional advisors may be added)

for each advisor

✔ OnNiche® Blueprint with client persona, messaging, and visual direction

✔ Professionally written niche-specific webpage content and wireframe

✔ Two-page brochure and social media profile copy

✔ Niche Announcement Kit to launch internally and externally

✔ Annual and first-quarter marketing plan

✔ Two 60-minute consulting sessions

✔ Weekly office hours and ongoing support

Who It’s For

A multi-niche strategy may be a good fit for you if you are:

An enterprise RIA or wealth management firm with multiple advisors
A firm seeking scalable, coordinated growth
A team ready to empower advisors with their own marketing focus while maintaining brand consistency