
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.
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.
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. |