Modules & Subscriptions
The OnNiche® system helps financial advisors define their audience, craft their message, and build a repeatable marketing plan. Choose specific modules or complete the full program.
MODULE
Discover Your Niche
Define your niche or audience of focus — one that’s both viable and a great fit for you as an advisor.
What You Get:
Exercises to help you brainstorm niche options
Process and tools to evaluate your niche opportunities
Two 60-minute coaching sessions to discuss and define your niche
A defined niche positioning statement
Price per niche
$1,500
MODULE
Craft Your Message
Craft a clear, compelling message that connects with your audience and communicates your value with confidence.
What You Get:
The OnNiche® Blueprint, including
Client Persona
Key messaging themes
Elevator pitches
Online profile guidelines
LinkedIn profile and banner image
Content and wireframe for one niche-focused landing page
One 2-page PDF brochure
One 60-minute messaging consulting session
Price per niche
$4,000
MODULE
Develop Your Marketing Plan
Build a strategic marketing plan that gives you direction, structure, and consistency throughout the year.
What You Get:
An annual marketing strategy
A quarterly plan with weekly action items
A customized OnNiche® Marketing App pre-loaded with your plan, or a PDF version if you choose not to continue with the Subscription
A year’s worth of content marketing topics
Two 60-minute consulting sessions to develop your strategy and plan
Price per niche
$2,500
ongoing
OnNiche® Subscription
Stay on track year-round with ongoing planning, tracking, and accountability to keep your marketing consistent and effective.
What You Get:
Quarterly 60-minute coaching sessions to reflect, reset, and plan the quarter ahead
A fresh quarterly plan inside your OnNiche® Marketing App
An annual 60-minute strategy review and consulting session at the end of your annual contract
Direct chat access for quick answers
Continuous access to your Marketing App
A weekly action plan to keep you focused
Progress tracking for accountability
Option to hire Kaleido Creative Studio for special projects