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

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# Building a Brand Identity: A Checklist for Breakaway Advisors

Download our free list of the essentials you should address to help your firm stand apart.

![Checklist-Brand-Story-Cover](https://learn.commonwealth.com/hs-fs/hubfs/Checklist-Brand-Story-Cover.png?width=600&name=Checklist-Brand-Story-Cover.png "Checklist-Brand-Story-Cover")

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.*

This material is for educational purposes only and is not intended to provide specific advice.

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