Marketing shouldn’t feel like guesswork.
The OnNiche® System
A niche-based marketing operating system that gives financial advisors and Registered Investment Advisors a clear audience, a focused strategy, and a plan you can actually execute.
How OnNiche® Works
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Build Your Blueprint
We start by defining your audience and identifying the messaging that sets you apart from every other advisor in the market.
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Define Your Strategy
We establish your annual direction — the channels, content themes, influencers, and assets that will drive your marketing for the year.
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Plan, Reflect & Iterate
Every 90 days, we translate your strategy into a specific, actionable plan built around the time and budget you have available — then reflect on what worked and adjust before building the next one.
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Stay On Track
Ongoing support keeps you accountable week to week with access to the OnNiche® Marketing App, office hours, accountability calls, optional implementation services, and chat support.
A Marketing Operating System Built Around Your Niche
THE BLUEPRINT
We start by defining your audience and messaging — the foundation every strategy is built on. Your blueprint includes four components:
Ideal Client Persona
Messaging Formula
Unique Solution
Client Outcome
ANNUAL STRATEGY
Before any tactics are chosen, we establish a clear direction so every marketing decision has a purpose. Together, we’ll establish your:
Overall Objective
Marketing Channels
Influencers
Content Themes
Assets
QUARTERLY PLAN
The quarterly plan translates the annual strategy into action. We scope each plan to your actual time and budget so you're working from a plan that's realistic, not just aspirational. Your plan will include:
Quarterly Objectives
Measurable Goals
Marketing Tactics
Content Topics
Contacts
SUPPORT AND EXECUTION
A strategy is only as good as the action behind it. Ongoing support keeps you accountable, on track, and moving forward every week of the year. Whether it's a quick question or a bigger challenge, help is always within reach. Your support includes:
The OnNiche® Marketing App
Weekly Office Hours
Monthly Group Accountability Calls
Chat Support
Option to Purchase Implementation Services by Kaleido Creative Studio
One 60-minute messaging session
Landing page content and wireframe*
Two-page brochure
Elevator pitch
Online profile guidelines
LinkedIn profile copy and banner
Pricing
OnNiche® Core Package
A comprehensive annual marketing strategy for one audience/niche
Four quarterly plans with weekly action items
One ideal client persona
Key marketing messages
One year's worth of content topics tailored to your audience
Two 60-minute consulting sessions to establish the annual strategy
Up to four 60-minute coaching sessions to establish quarterly plans (held in March, June, September, and December)
Invitations to weekly office hours and monthly group accountability calls
One user account for the OnNiche® Marketing App to access your strategy, plan, and weekly action items
Option to purchase a la carte projects from our sister agency, Kaleido Creative Studio
Chat support
First-Year Investment: $9,750
Payment Terms: $3,750 upon signing; $500 per month
Commitment: 1 year
Upgrade to
OnNiche® + Kaleido Agency Package
Everything in core, plus:
One 60-minute one-on-one session per month
One additional user on the OnNiche® Marketing App
Option to purchase ongoing service packages from Kaleido Creative Studio
Email support
Investment: Add $1,000 per month
ADD-ON
Messaging Package
One 60-minute messaging session
Landing page content and wireframe*
Two-page brochure
Elevator pitch
Online profile guidelines
LinkedIn profile copy and banner
Investment: $6,000
*Website programing not included.
Getting Started with OnNiche® is Simple
COMPLETE THE AGREEMENT
When you're ready to start, sign the agreement and get immediate access to the onboarding form.
FILL OUT YOUR ONBOARDING FORM
Dedicate one to two hours brain-dumping everything about yourself, your business, and your niche.
SCHEDULE YOUR ONBOARDING SESSION
We'll review your form together and walk you through next steps.
Who OnNiche® Is For
Whether you serve a defined niche, a key client segment, or simply have a way of working that resonates with certain people—we help you build marketing that reflects it.
Solo Advisors
You have a niche in mind but your marketing doesn’t reflect it yet. You’ve been doing a little of everything and seeing results from none of it. We give you the focus and the plan.
Boutique RIAs Focused on One Niche
Your firm has momentum and a clear client type. Now you need a marketing system built around it. We help you build that system around the niche you’ve already chosen.
Advisors About to Launch on Their Own
You’re leaving a larger firm and starting fresh. You know who you want to serve and how you want to serve them. We help you build your marketing foundation before you open the doors.
Frequently Asked Questions
FOR Advisors Considering OnNiche®
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You must be able to commit a minimum average of two hours per week. Beyond that, we build a plan that fits your schedule.
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We build a plan based on your budget. Keep in mind that time and money are a trade-off — if you have less to spend, you should expect to invest more of your time, and vice versa.
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Neither. There are no videos or pre-built exercises. Your experience is built around your own strategy and plan. Weekly office hours and monthly accountability calls are open to all advisors in the program, but the work we do together is specific to you.
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That's up to you. Some of our clients handle it themselves, others delegate to their team, and others prefer to outsource. We can recommend trusted partners or connect you with Kaleido Creative Studio for full agency support.
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Not necessarily. If you feel confident in your existing strategy, you can continue with $500 per month without purchasing a new annual plan. If your strategy needs a refresh, we can discuss updating it for a fee.
