Marketing shouldn’t feel like guesswork

The OnNiche® System

A niche marketing system that gives financial advisors and RIAs a clear audience, a focused strategy, and a plan you can actually execute.

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How OnNiche® Works

  • Define Your Strategy

    Over two consulting calls, we establish your ideal client profile, key messages, objective, channels, and relationships.

  • Build the Quarterly Plan

    Every 90 days, we build the next plan together in a one-on-one planning session, scoped to the time and budget you have.

  • Run It in the App

    Your strategy, plans, and weekly actions live in the OnNiche® Marketing App, with owners, due dates, and progress visible in one place.

What’s Inside

A Marketing System Built Around Your Niche

We start by defining your audience and messaging, the foundation every strategy is built on. Your blueprint includes four components:

  1. Ideal Client Profile

  2. Key Messages

  3. Elevator Pitch

  4. Online Profile Guidelines

The Blueprint

Annual Strategy

Before any tactics are chosen, we establish a clear direction so every marketing decision has a purpose. Over two consulting calls, we establish together:

  1. Overall Objective

  2. Marketing Channels

  3. Relationships

Quarterly Plan

The quarterly plan translates the 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. In our one-on-one planning session each quarter, we establish:

  1. Quarterly Objectives

  2. Measurable Goals

  3. Marketing Tactics

  4. Content Topics

  5. Contacts

Support

The plan runs on a weekly and monthly cadence, and we’re there throughout the year to keep it moving. Ongoing support includes:

  1. The OnNiche® Marketing App

  2. Weekly Office Hours

  3. Monthly Group Accountability Calls

  4. Chat Support

Pricing

OnNiche® Core Package

  • One 30-minute onboarding session

  • One ideal client profile

  • Key marketing messages

  • Standardized language for your online profiles and elevator pitch

  • A marketing strategy for one ideal client profile

  • Two 60-minute consulting calls to establish the strategy

  • Four quarterly plans with weekly action items

  • One year’s worth of content topics tailored to your audience

  • Up to four 60-minute one-on-one planning sessions to build the quarterly plans (held in March, June, September, and December)

  • One user account for the OnNiche® Marketing App

  • Weekly office hours and monthly group accountability calls (available as needed)

  • Email and chat support (available as needed)

$9,750

First-year investment
Schedule a Discovery Call
Schedule a Discovery Call

Payment Terms:

  • $3,750 due upon signing

  • $500 per month

Initial Commitment:

  • 1 year

  • Month-to-month thereafter

Getting Started

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.

Schedule a Discovery Call
Schedule a Discovery Call

What Advisors Are Saying

OnNiche® Core Is for Advisors and RIAs

  • 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

  • You must be able to commit a minimum average of two hours per week. Beyond that, we build a plan that fits your schedule.

  • 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.

  • 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.

  • That’s up to you, and we’ll help you find the right vendors if you want to outsource. Some clients handle implementation themselves, others delegate to their team.

  • 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.

Ready to Stop Guessing and Start Marketing with a System?

Schedule a Discovery Call