What’s the first step to marketing when you have no idea where to start?

The Problem: You’re Motivated but Not Sure Where to Start

You know it’s time to get serious about marketing—beyond just waiting on referrals. You want a plan. But the moment you try to begin, the questions pile up:

Should I focus on social, email, or SEO?
Do I need to create videos? Or advertise?
What should I do first?

Without a clear path, it’s easy to stall out. Either you start trying a little bit of everything and lose momentum, or you never get going at all.

The Solution: Find Proven Guidance

The best way to get unstuck isn’t to go it alone—it’s to follow guidance you trust.

Think of it like training for your first marathon. You wouldn’t just lace up and start running aimlessly. And you wouldn’t try to piece together different running tips from random social media posts. You’d join a running group or follow a structured app that guides you step-by-step toward your goal. The exact activities would depend on your ability and timeline, but the plan would already exist—you’re simply following a proven path.

Marketing works the same way. You need a clear framework to follow. That’s what helps you stop guessing—and start progressing.

The Outcome: Clarity Replaces Confusion

When you follow a proven system—whether that’s through a formal program, a coach, or a mentor—you gain clarity. You stop second-guessing every decision. Each action has a purpose. And every step builds on the last. That’s how you build real momentum and get real results.

How We Help: A Proven Path

At OnNiche® by Kaleido, we guide financial advisors through a clear, structured marketing path. You bring the motivation—we bring the map. Our step-by-step process is built for advisors who want to take ownership of their marketing without wasting time wondering what to do next.

We Want Your Take! What’s been the biggest hurdle keeping you from starting your marketing? Join the conversation and share your experience at the OnNiche® Public Square!