For Advisors

Discover How the OnNiche Marketing System Can Work for You

OnNiche Is Designed for

Solo Practitioners

Solo practitioners just launching their businesses are well-positioned to start with a niche. Whether breaking away from an employer or changing careers to start an RIA from scratch, adopting a niche will concentrate your limited resources, ensuring maximum impact for every dollar and effort expended. Through OnNiche, you'll achieve superior results by dedicating all your time, focus, energy, and money to one niche, rather than diluting your efforts across multiple niches or having no focus at all.

Using the OnNiche system you will:

  • Implement an actual marketing strategy to concentrate your business efforts

  • Develop the essential marketing tools needed to promote your business

  • Have someone to consult about your marketing when you need assistance

Solo

Enterprise RIAs

RIAs managing over $1 billion frequently benefit from a multi-niche approach, assigning individual advisors to specialty areas, such as business owners, women in transition, and executives, rather than adopting a single firm-wide niche. Enterprise RIAs, utilizing their substantial client bases and marketing resources, successfully implement this strategy by segmenting clients into specialty areas. This not only helps firms identify and leverage additional opportunities within these segments but also empowers their advisors to evolve into business development roles.

Using the OnNiche system you will: 

  • Develop a strategy for each of your niche specialty areas

  • Empower your advisors to attract new business

  • Establish a repeatable process that can be replicated for additional niches

EnterpriseRIAs

Boutique RIAs

Transitioning to a niche focus can be daunting for an established business, posing risks of alienating existing clients or forgoing other profitable opportunities. With OnNiche, you can shift to a more effective marketing strategy for the future of your business without jeopardizing your current operations.

Using the OnNiche system, you will:

  • Implement a clear and focused marketing strategy that truly works, perhaps for the first time

  • Ensure all your marketing conveys a consistent message across all materials

  • Avoid alienating your existing client base or referrals

BoutqiueRIAs

Here’s how OnNiche supports you:

Phase 1

 
 

Phase 1

Build Your Platform

To begin building your niche, you'll need a solid foundation to launch from. This includes defining your niche, solidifying your message, and developing effective marketing materials. During this phase, you will:

  1. Unlock Your Niche: Brainstorm, evaluate, and define your ideal niche client.

  2. Craft Your Message: Develop a powerful marketing message that resonates with your ideal client to guide all future marketing materials.

  3. Construct Your Toolkit: Create a foundational marketing toolkit that includes a niche-focused webpage and a brochure to promote your new niche service.

Phase 2

 
 

Phase 2

Execute Your Strategy

Once you have a platform in place, it's time to create and execute a plan to grow your influence and convert clients. During this phase, you will:

  1. Research Your Marketing Plan: Delve into your niche by interviewing existing relationships with clients and centers of influence who are already part of the niche community, and by researching competitors.

  2. Build Authority: Learn how to establish yourself as an expert in your niche and build authority through content marketing. 

  3. Engage Your Community: Identify the marketing channels to reach your niche and learn how to engage with your community to build a strong presence.

Phase 3

 
 

Phase 3 (Optional)

Create Your Funnel

With a niche strategy set, you will create a marketing funnel so you can connect with and engage prospects until they become clients. During this phase, you will:

  1. Nurture Your Network: Develop methods to stay in touch with your clients, centers of influence, and prospects to generate referrals, word of mouth, and convert clients.

  2. Develop a Lead Magnet: Create an ebook to capture the contact information of prospects and nurture the relationship until they are ready to become a client.

  3. Present to Groups: Develop a presentation to take advantage of live and online speaking opportunities.

Are We a Match?  

We only accept independent financial advisors who we are confident will successfully implement a niche marketing strategy using the OnNiche system. We may be a good fit for you if you:  

  1. Own or work for an independent financial advisory firm*

  2. Lead your client engagements with financial planning

  3. Are reasonably proficient with technology

  4. Are a self-starter and hold yourself accountable

  5. Can dedicate at least four hours per week to marketing

  6. Are ready to commit one advisor to one niche for at least one year

*Tax planning-focused CPAs and estate planning attorneys will be considered on a case-by-case basis.

Talk to one of our sales advisors to discover if OnNiche is a match for you.