---
title: "Building a Brand Identity: A Checklist for Breakaway Advisors"
description: "Building a Brand Identity: A Checklist for Breakaway Advisors"
---

[Commonsense Guide to Independence | Resources](https://learn.commonwealth.com/advisor-guide/independence/resources)

# [Building a Brand Identity: A Checklist for Breakaway Advisors](https://learn.commonwealth.com/advisor-guide/independence/resources/building-a-brand-identity-a-checklist-for-breakaway-advisors)

 Written by [Commonwealth Financial Network](https://learn.commonwealth.com/advisor-guide/independence/resources/author/commonwealth-financial-network) | Sep 25, 2021, 7:14:33 PM

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

###### Send me my free copy of *Building a Brand Identity: A Checklist for Breakaway Advisors*.

[View full post](https://learn.commonwealth.com/advisor-guide/independence/resources/building-a-brand-identity-a-checklist-for-breakaway-advisors)

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