For advisors moving from a wirehouse to an independent channel, one of the most important duties is to anchor your new firm’s future with a strong brand identity.
By following a sequence of clear-cut steps, you’ll be on your way to establishing a distinct presence, one that defines who you are in the minds of clients and prospects. Our checklist covers how to:
- Identify your area of financial specialization
- Decide upon a unique and meaningful firm name
- Create an effective brand voice that produces positive emotions
- Develop a marketing strategy that will help investors get to know you