Building a Brand Identity: A Checklist for Breakaway Advisors

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