Niche Discovery Program
A turnkey way to introduce niche marketing across your company and identify the advisors ready to run with it.
Rolling out niche marketing as a company-wide strategy is easier said than done. The Niche Discovery Program gets the process moving:
Educates leadership and advisors at the same time
Gives every advisor a structured way to evaluate whether a niche fits them
Confirms which advisors are ready to commit
Helps leadership decide where to invest coaching and marketing resources
Identifies advisors who could pair up on a shared niche
This program is built on the OnNiche® methodology and the principles in Kristen Luke’s book, Uncomparable: The Financial Advisor’s Guide to Standing Out Through Niche Marketing.
Get Started with Niche Marketing
What’s Included
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Leadership Strategy Session
This session opens with a 30-minute presentation on the multi-niche approach, then moves into a 60-minute working session with your leadership team to set the guardrails for niche selection.
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Select a Niche Presentation
This 60-minute session for your advisors covers why niche marketing matters and how to choose the right niche.
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Self-Directed Exercises
Advisors work at their own pace through a niche brainstorming worksheet, a niche self-assessment, and a set of interview questions for prospective niche conversations.
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Niche Refinement Workshop
In this interactive 60-minute workshop, self-selected advisors talk through the niche they're considering and receive live feedback. Sessions are capped at 15 participants.
Who This Program Is For
The Niche Discovery Program is designed for companies that see the opportunity in niche marketing but want a low-risk, structured way to introduce it — and to learn which advisors are ready to lead.
Enterprise & Multi-Advisor Firms
You have advisors and a client base full of potential niches, but no shared starting point. This gives your whole team the same education and a common language for niche marketing.
Leadership Teams Weighing an Investment
You want to know — not guess — which advisors are most likely to succeed. The program surfaces who's serious before you commit resources to a company-wide rollout.
Firms Considering OnNiche® Enterprise
You're exploring niche marketing as a company strategy and want to move deliberately. This is the on-ramp that completes most of Enterprise onboarding.
Frequently Asked Questions
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The program fee begins at $7,500. This includes all four components, the presentation recording, and access to the self-directed exercises for ongoing internal use.
You can add additional Niche Refinement Workshops for $1,500 per session, which includes 15 participants and 15 books.
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All four components are delivered virtually and completed within 30 to 60 days.
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Your senior leadership team joins the 90-minute strategy session. Every advisor you'd like to include is invited to the Select a Niche presentation. Advisors then self-select into the refinement workshop based on their own interest.
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The presentation recording and the self-directed exercises are yours to reuse for onboarding new advisors, running refreshers, and expanding the approach to other teams.
Up to 15 copies of Uncomparable: The Financial Advisor's Guide to Standing Out Through Niche Marketing are provided to the advisors who join the Niche Refinement Workshop.
