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.
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.
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.
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.
$3,250 One-time payment Schedule a Call
$6,500 4 payments of $1,625 Schedule a Call
$13,500 6 payments of $2,250 Schedule a Call
Starts at $30,000 Includes 3 advisors Schedule a Call
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 Feature is included. Feature is included. Feature is included. Feature is included.
Niche-focused wireframe
Niche-focused wireframe Add-on Feature is included. Feature is included. Feature is included.
OnNiche® Blueprint
OnNiche® Blueprint Feature is included. Feature is included. Feature is included. Feature is included.
Elevator pitches
Elevator pitches Feature is included. Feature is included. Feature is included. Feature is included.
Online profile content
Online profile content Feature is included. Feature is included. Feature is included. Feature is included.
Branded banners and call-to-action badges
Branded banners and CTA badges Feature is not included. Templates Feature is included. Feature is included.
Two-page PDF brochure
Two-page PDF brochure Feature is not included. Feature is not included. Feature is included. Feature is included.
Launch kit
Launch kit Feature is not included. Templates Feature is included. Feature is included.
Multi-niche strategy map
Multi-niche strategy map Feature is included.
Firmwide home page content
Firmwide home page content Optional
Support & Education
Access to online community
Access to online community Feature is included. Feature is included. Feature is included. Feature is included.
Access to resource center
Access to resource center Feature is included. Feature is included. Feature is included. Feature is included.
Direct messaging
Direct messaging Feature is included. Feature is included. Feature is included. Feature is included.
Monthly marketing webinars
Monthly marketing webinars Feature is included. Feature is included. Feature is included. Feature is included.
Coaching & Consulting
Weekly office hours
Weekly office hours Feature is included. Feature is included. Feature is included. Feature is included.
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 Feature is not included. Feature is not included. Feature is included.
Private one-hour “messaging” consulting call
Private one-hour “messaging” consulting call Feature is not included. Feature is not included. Feature is included.
Private one-hour marketing strategy call
Private one-hour marketing strategy call Add-on Feature is included. Feature is included. Feature is included.
Private one-hour marketing plan call
Private one-hour marketing plan call Add-on Feature is included. Feature is included. Feature is included.
Private monthly check-in call
Private monthly check-in call Feature is not included. Feature is not included. Feature is included. Feature is included.
Private multi-niche strategy map call
Private multi-niche strategy map call Feature is not included. Feature is not included. Feature is not included. Feature is included.
Implementation Services
Access to Kaleido's a la carte agency services*
Access to Kaleido's a la carte agency services* Feature is included. Feature is included. Feature is included. Feature is included.
Option to sign up for Kaleido's Outsourced Marketing Department*
Option to sign up for Kaleido's Outsourced Marketing Department* Feature is not included. Feature is not included. Feature is included. Feature is included.

*Requires active OnNiche® membership.