
Everything You Need to Market to a Niche
Our OnNiche® programs are designed to equip you with the resources and guidance needed to market to a niche. Here’s what you’ll achieve:
Define Your Niche
Identify a niche that is both profitable and well-suited for your business.
Craft Your Message
Create messaging that resonates and forms the foundation for all future marketing.
Develop Your Strategy
Discover the marketing channels and tactics to reach and engage your niche.
Program Pricing
We offer four programs tailored to fit the unique requirements of each advisor and firm.
Lite
A self-paced program for advisors with an existing niche or for generalist advisors focusing on a niche-based initiative. This program helps you craft your message and develop a marketing strategy for a niche you have already identified.
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Essentials
A guided program for advisors launching into a new niche. This program helps you identify a niche, craft your message, build a basic tool kit, develop your marketing strategy, and launch.
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Concierge
A high-touch experience for advisors launching into a new niche. This program helps you identify a niche, craft your message, build a tool kit, develop your marketing strategy, and launch.
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Enterprise
For large RIAs and institutions implementing a scalable marketing framework for their advisors. This program helps create and implement niche-based marketing strategies for individual advisors and teams within the larger firm’s framework.
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PROGRAM | ||||
Advisors included | ||||
Advisors included | 1 | 1 | 2 | 5-1,000+ |
Instruction format | ||||
Instruction format | Self-led | Self-led | Consultant-led | Coach-led |
Program timeline | ||||
Program timeline | 1-2 months | 4-6 months | 4-6 months | Varies |
Next start date | ||||
Next start date | Anytime | 1st of month | 1st of month | Custom |
OnNiche® membership included | ||||
OnNiche® membership | 3 months | 6 months | 12 months | Custom |
Tool kit | ||||
Marketing plan | ||||
Marketing plan | ||||
Niche-focused wireframe | ||||
Niche-focused wireframe | Add-on | |||
OnNiche® Blueprint | ||||
OnNiche® Blueprint | ||||
Elevator pitch | ||||
Elevator pitch | ||||
Online profile content | ||||
Online profile content | ||||
Branded banners and call-to-action badges | ||||
Branded banners and CTA badges | Templates | |||
Two-page PDF brochure | ||||
Two-page PDF brochure | ||||
Launch kit | ||||
Launch kit | Templates | Custom Templates | ||
Multi-niche strategy map | ||||
Multi-niche strategy map | Optional | |||
Firmwide home page content | ||||
Firmwide home page content | Optional | |||
Support & Education | ||||
Access to the online community | ||||
Access to the online community | ||||
Access to resource center | ||||
Access to resource center | ||||
Direct messaging | ||||
Direct messaging | ||||
Monthly marketing webinars | ||||
Monthly marketing webinars | ||||
Coaching & Consulting | ||||
Weekly office hours | ||||
Weekly office hours | ||||
One-hour onboarding call | ||||
One-hour onboarding call | Group | Private | Custom | |
Private one-hour “niche evaluation” consulting call | ||||
Private one-hour “niche evaluation” consulting call | Custom | |||
Private one-hour “messaging” consulting call | ||||
Private one-hour “messaging” consulting call | Custom | |||
Private one-hour marketing planning call | ||||
Private one-hour marketing planning call | Add-on | Add-on | Custom | |
Two 30-minute check-in calls per month | ||||
Two 30-minute check-in calls per month | ||||
Private leadership team onboarding strategy call | ||||
Private leadership team onboarding strategy call | ||||
Implementation Services | ||||
Access to Kaleido's a la carte agency services* | ||||
Access to Kaleido's a la carte agency services* | ||||
Option to sign up for Kaleido's Outsourced Marketing Department* | ||||
Option to sign up for Kaleido's Outsourced Marketing Department* | ||||
*Requires active OnNiche® membership. |