You’ve made the decision to break away. You’ve got the vision, the clients, the courage — but do you have the brand?

In today’s landscape, no launch succeeds without a story.
A clear, compelling narrative is what moves clients to follow you, what sets your new firm apart, and what turns a leap of faith into lasting growth. Kevin Nichols, partner at Oechsli and a leading voice in advisor marketing, shares what the best-prepared advisors do before they leave.