Advisors can choose a niche market based on any of six categories: career, event, expertise, mindset/values, affinity, and demographics.
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We’re honored to be included in the newest edition of Kitces.com’s Financial Advisor Services Map! Kaleido Creative Studio was selected for Content Marketing in the Marketing/Business Development category. OnNiche®️ was included in Sales/Marketing Coaching under the Business & Practice Improvement category.
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How do you move beyond guesswork and create a marketing strategy that actually fits your firm? In this article, Kristen Luke shares how advisors can evaluate marketing options, set clear priorities, and build an annual strategy that supports long-term business goals without chasing every new idea.
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Catch this conversation between Kristen Luke and author and coach Stacy Ennis on how focusing on the right audience can transform your marketing and your business. You’ll learn the steps that will make your marketing focused, effective, and authentic.
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Stop blending in and start standing out. Most advisors sound the same—but they don’t have to. In this replay from The Podcast Consultant, Meagan Evertson, Director of Client Experience at OnNiche® by Kaleido, shares how financial advisors can use strategic niche marketing to differentiate their message and attract the right clients, including a three-step discovery process to identify and own their niche.
