A simple filter to help financial advisors avoid marketing traps.

The Problem: Unclear Opportunities

You are presented with a marketing opportunity you don’t know if you should take.

Maybe it’s a local sponsorship, a speaking engagement, or a co-marketing idea with a center of influence. It sounds promising—and possibly expensive. But without a structured way to evaluate it, you’re left guessing. And in most cases, guessing leads to wasted time, wasted money, or both.

The Solution: Ask Four Questions

Filter every opportunity through four key questions:

Will I reach my niche? If the audience isn’t a close match for your target market, it’s a distraction.
Can I capture contact info? Without a way to follow up, your chances of the opportunity leading to business are slim.
Is this a one-off or repeatable? One-time impressions rarely lead to results. Prioritize opportunities that allow for repeated exposure.
What’s the next step? If the opportunity doesn’t naturally lead to further engagement, it’s a dead end. You need a clear post-activity path.

The Outcome: Better Decisions

By running each decision through this filter, you take the guesswork out of marketing choices. You’ll say “yes” to what fits—and confidently walk away from what doesn’t. The result is more effective use of your budget, better leads, and a lot less second-guessing.

How We Help: OnNiche® Brings Clarity

At OnNiche® by Kaleido, we create marketing plans that guide every decision through the lens of your niche. So when opportunities arise, you’ll know exactly what aligns—and what doesn’t.

Want to learn more? Let’s schedule a call.

We Want Your Take! How do you decide which marketing opportunities to say yes to? Do you use a filter—or go with your gut? Join the conversation and share your approach at the OnNiche® Public Square!