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Niche Discovery Program
A turnkey way to introduce niche marketing across your company and identify the advisors ready to run with it.
Get Started with Niche Marketing
It can be hard to know how to get started with niche marketing as a company-level strategy. 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
Surfaces which advisors are serious enough to invest in
Gives leadership visibility into which advisors have the most promise for pursuing a niche strategy
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.
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 brainstorm 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 put resources behind the advisors most likely to succeed — not guess. The program surfaces who's serious before you commit 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.
Are you ready to get process moving?
Schedule a discovery call to introduce niche marketing across your company!