Develop a Marketing Plan for Each Niche

Written By Kristen Luke

Our theme for Q1 2025 is how to implement a multi-niche approach. We’d love for you to join the conversation in our Public Square.

When implementing a multi-niche approach alongside a firmwide marketing plan, each niche needs its own targeted strategy. Advisors leading a niche must develop an action plan to attract, engage, and convert prospects into clients. A structured plan keeps advisors and the marketing support team focused and intentional, outlining key activities such as:

  • What content to create

  • What events to attend

  • Which COIs to network with

  • Which campaigns to run

A quarterly marketing plan helps advisors map out their tactics, building on previous efforts to refine and expand their approach. Small, consistent actions drive sustainable growth and long-term success.

At the end of each quarter, advisors should review their progress:

  • Did they follow through?

  • Did they hit their goals?

  • Do they need to adjust their activity level or refine their tactics?

A well-developed marketing plan provides clarity and builds confidence, allowing advisors to attract and convert niche clients more effectively.

We Want Your Take! Do you have a separate marketing plan for each niche, or do you take a one-size-fits-all approach?  Share your thoughts in the OnNiche® Public Square!

Kristen Luke
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Creating Unique Niche Messaging While Staying On-Brand