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.