Everything You Need to Market to a Niche
Program Pricing
We offer four programs tailored to fit the unique requirements of each advisor and firm.
Are you an institution interested in incorporating the OnNiche® framework into your organization or exploring
strategic partnership opportunities? Contact us to initiate a conversation about potential collaboration.
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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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Multi-Niche
For large RIAs 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 | ||||
| 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 or 15th of month | 1st or 15th 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 pitches | ||||
| Elevator pitches | ||||
| 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 | |||
| Multi-niche strategy map | ||||
| Multi-niche strategy map | ||||
| Firmwide home page content | ||||
| Firmwide home page content | Optional | |||
| Support & Education | ||||
| Access to online community | ||||
| Access to 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 | Leadership Only | |
| Private one-hour “niche evaluation” consulting call | ||||
| Private one-hour “niche evaluation” consulting call | ||||
| Private one-hour “messaging” consulting call | ||||
| Private one-hour “messaging” consulting call | ||||
| Private one-hour marketing strategy call | ||||
| Private one-hour marketing strategy call | Add-on | |||
| Private one-hour marketing plan call | ||||
| Private one-hour marketing plan call | Add-on | |||
| Private monthly check-in call | ||||
| Private monthly check-in call | ||||
| Private multi-niche strategy map call | ||||
| Private multi-niche strategy map 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. |
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