--- title: Commonwealth Guide to Independence | Resources description: Telling Your Brand Story...For the First Time image: https://learn.commonwealth.com/hubfs/BLC/Images/Resources%20(blog%20posts)/featured%20images/Telling-Your-Brand-Story.jpg --- [![blue lockup](https://learn.commonwealth.com/hubfs/BLC/Logos/blue%20lockup.svg)](https://www.commonwealth.com/) [![blue lockup](https://learn.commonwealth.com/hubfs/BLC/Logos/blue%20lockup.svg)](https://www.commonwealth.com/) - Your Journey - [Breaking Away](https://learn.commonwealth.com/advisor-guide/independence/journey/breakaway) - [Researching Options](https://learn.commonwealth.com/advisor-guide/independence/journey/research) - [Choosing a Partner Firm](https://learn.commonwealth.com/advisor-guide/independence/journey/firm-partner) - [Opening Your Doors](https://learn.commonwealth.com/advisor-guide/independence/journey/launch) - [Growing Your Business](https://learn.commonwealth.com/advisor-guide/independence/journey/business) - Key Topics - [The Economics of Independence](https://learn.commonwealth.com/advisor-guide/independence/key-topics/economics) - [The Client Experience](https://learn.commonwealth.com/advisor-guide/independence/key-topics/clients) - [Transitioning Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/transition) - [Choosing the Right Firm Partner](https://learn.commonwealth.com/advisor-guide/independence/key-topics/firm-partner) - [Running Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/business-management) - [Marketing Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/marketing) - [Managing Your Risk](https://learn.commonwealth.com/advisor-guide/independence/key-topics/risk-management) - Your Toolbox - [Videos](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video) - [Quizzes](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-quiz) - [Checklists](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist) - [Guides](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-guide) - [All Resources](https://learn.commonwealth.com/advisor-guide/independence/resources) - [About Commonwealth](https://www.commonwealth.com/why-commonwealth/about-us) [Let's Connect](https://learn.commonwealth.com/advisor-guide/independence/contact-us) Close - Your Journey - [Breaking Away](https://learn.commonwealth.com/advisor-guide/independence/journey/breakaway) - [Researching Options](https://learn.commonwealth.com/advisor-guide/independence/journey/research) - [Choosing a Partner Firm](https://learn.commonwealth.com/advisor-guide/independence/journey/firm-partner) - [Opening Your Doors](https://learn.commonwealth.com/advisor-guide/independence/journey/launch) - [Growing Your Business](https://learn.commonwealth.com/advisor-guide/independence/journey/business) - Key Topics - [The Economics of Independence](https://learn.commonwealth.com/advisor-guide/independence/key-topics/economics) - [The Client Experience](https://learn.commonwealth.com/advisor-guide/independence/key-topics/clients) - [Transitioning Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/transition) - [Choosing the Right Firm Partner](https://learn.commonwealth.com/advisor-guide/independence/key-topics/firm-partner) - [Running Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/business-management) - [Marketing Your Business](https://learn.commonwealth.com/advisor-guide/independence/key-topics/marketing) - [Managing Your Risk](https://learn.commonwealth.com/advisor-guide/independence/key-topics/risk-management) - Your Toolbox - [Videos](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video) - [Quizzes](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-quiz) - [Checklists](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist) - [Guides](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-guide) - [All Resources](https://learn.commonwealth.com/advisor-guide/independence/resources) - [About Commonwealth](https://www.commonwealth.com/why-commonwealth/about-us) SEARCH [Let's Connect](https://learn.commonwealth.com/advisor-guide/independence/contact-us) ##### [Commonsense Guide to Independence](https://learn.commonwealth.com/advisor-guide/independence) - [Home](https://learn.commonwealth.com/advisor-guide/independence) - [Resources](https://learn.commonwealth.com/advisor-guide/independence/resources) - [Telling Your Brand Story...For the First Time](https://learn.commonwealth.com/advisor-guide/independence/resources/telling-your-brand-story...for-the-first-time) ![cw\_green](https://f.hubspotusercontent20.net/hubfs/295024/BLC/Images/cw_green.svg) # Telling Your Brand Story...For the First Time If you’re thinking about going independent or are ready to make the leap, there are a few important (and exciting!) steps to consider next. Of course, you might worry about losing name recognition after leaving the wirehouse. But just think about what you get to do now: create and tell *your* brand story for the first time. Why do you do what you do? Whom do you do it for? What support do you rely on from the new firm you’ve partnered with, and how does it help you better serve your clients and evolve as an advisor and business owner? At this stage of your journey to independence, when so much seems uncertain, it may help to keep in mind that your clients are loyal to *you*. And if you tell an effective and true brand story, those same clients are likely to stay with you and be an important source of referrals, too. [![Read the Full Article](https://no-cache.hubspot.com/cta/default/295024/c3334e0b-cd87-4945-a643-235081649639.png)](https://cta-redirect.hubspot.com/cta/redirect/295024/c3334e0b-cd87-4945-a643-235081649639) {val=} ### Related Resources [Type: Checklist](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-checklist) ### [From Startup to Growth: A Checklist for New Independent Advisors](https://learn.commonwealth.com/advisor-guide/independence/resources/from-startup-to-growth-a-checklist-for-new-independent-advisors) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/from-startup-to-growth-a-checklist-for-new-independent-advisors) [Type: Video](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-video) ### [See What to Consider When Leaving the Wirehouse for Independence](https://learn.commonwealth.com/advisor-guide/independence/resources/see-what-to-consider-when-leaving-the-wirehouse-for-independence) [Start Watching](https://learn.commonwealth.com/advisor-guide/independence/resources/see-what-to-consider-when-leaving-the-wirehouse-for-independence) [Type: Article](https://learn.commonwealth.com/advisor-guide/independence/resources?ty=type-article) ### [5 Tips for Retaining Clients After Leaving the Wirehouse](https://learn.commonwealth.com/advisor-guide/independence/resources/5-tips-for-retaining-clients-after-leaving-the-wirehouse) [Start Reading](https://learn.commonwealth.com/advisor-guide/independence/resources/5-tips-for-retaining-clients-after-leaving-the-wirehouse) ### Connect with Us Tell us a little about yourself. We'll begin a conversation about your business and how Commonwealth can help move your practice forward. ![footer-background](https://f.hubspotusercontent20.net/hubfs/295024/footer-background.png) [![Full Lockup](https://learn.commonwealth.com/hubfs/BLC/Logos/Full%20Lockup.svg)](http://www.commonwealth.com/) ©2025 Commonwealth Financial Network®, Member [FINRA](http://www.finra.org/), [SIPC](http://www.sipc.org/), a Registered Investment Adviser. All rights reserved. This material is for educational purposes only and is not intended to provide specific advice. Please review our [Terms of Use](https://www.commonwealth.com/terms-of-use). 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Of course, you might worry about losing name recognition after leaving the wirehouse. But just think about what you get to do now: create and tell your brand story for the first time. Why do you do what you do? Whom do you do it for? What support do you rely on from the new firm you’ve partnered with, and how does it help you better serve your clients and evolve as an advisor and business owner? At this stage of your journey to independence, when so much seems uncertain, it may help to keep in mind that your clients are loyal to you. And if you tell an effective and true brand story, those same clients are likely to stay with you and be an important source of referrals, too.", "url" : "https://learn.commonwealth.com/advisor-guide/independence/resources/telling-your-brand-story...for-the-first-time", "wordCount" : "204" } ```