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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$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 |
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| PROGRAM | ||||
| Format | Self-led | Self-led | Consultant-led | Coach-led |
| Timeline | 1-2 months | 4-6 months | 4-6 months | Varies |
| Online Portal, includes access to: - Modules - Resource Center - Events - Community - Chat Support |
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| WHAT YOU RECEIVE | ||||
| Marketing Plan | ||||
| Niche-focused wireframe | Add-on | |||
| OnNiche® Blueprint, includes: - Client persona - Key messaging themes - Elevator pitches - Online profiles |
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| Branded banners and CTA badge | Templates | |||
| Two-page PDF brochure | ||||
| Launch kit | Templates | |||
| Multi-niche strategy map | ||||
| Firmwide home page content | ||||
| WHAT'S INCLUDED | ||||
| Weekly office hours | ||||
| Onboarding call | Group | Private | Leadership Only | |
| Private "niche evaluation" consulting call | ||||
| Private "messaging" consulting call | ||||
| Private "marketing strategy" consulting call | Add-on | |||
| Private "marketing plan" consulting call | Add-on | |||
| Private monthly check-in calls | ||||
| Private multi-niche strategy mapping call | ||||
PLACEHOLDER
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