Grow Your Firm Through a Niche Marketing Approach

As an independent Registered Investment advisor, you may find yourself struggling to uncover the marketing formula that consistently produces new qualified prospects without your personal efforts. You have probably heard that focusing on a niche market is one solution for this problem. While this approach sounds promising, you are afraid that:

  • A niche focus will alienate your existing clients

  • You’ll lose out on other potential new business

  • One niche won’t produce the financial results you need

You would like to explore the benefits and rewards that come from a niche marketing approach without the risk of having to go all in at once. 

How It Works

The Niche Starter Kit helps you develop the basic tools and tactics needed to explore the viability of a niche market for your firm. It allows you to test the waters without putting your current business at risk.

During this program, we work with you to:

  • Define a niche market that needs, wants, and is willing to pay for your service

  • Design your message and service offering to capture leads

  • Deploy tactics to find and attract your ideal clients 

What You Receive

  • Step-by-step training guiding you through the process of building the basic platform needed to attract your niche market

  • Email support to answer your questions

  • One-on-one advice specific to your company

  • Tools, templates, samples, and knowledge to help in the implementation of your niche market platform

Are We a Match?

The Niche Starter Kit is designed for the success of one specific type of firm. To be considered for this program, at a minimum you must:

  • Be a Registered Investment Advisor

  • Work primarily with individual clients

  • Be in business for more than one year

  • Be comfortable with technology

  • Dedicate eight hours per week to marketing for the next 6 weeks

  • Be ready to commit to a niche marketing approach

If you meet these criteria, we invite you to schedule an introductory call to learn more.  

Get Started!

If you are ready to explore the benefits of marketing to a niche, schedule an introductory call. So that we can complete an initial assessment to make sure there is a match, we ask that you tell us a little bit about your firm by completing all the questions on the form.