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Brand First: The Marketing Playbook for Breakaway Advisors
Manage episode 515362558 series 3565060
Shelby Nicholl에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Shelby Nicholl 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
What separates a smooth breakaway from a chaotic one? Spoiler: it’s not just your custodian, tech stack, or timing — it’s your brand.
In this episode of Advisors Off Script, host Shelby Nicholl sits down with Kevin Nichols, partner at Oechsli and a leading voice in advisor marketing, to unpack what really makes a successful launch.
Kevin shares what the best-prepared advisors do before they leave, why brand clarity is more important than ever, and how storytelling drives client retention and long-term growth. If you’re thinking about going independent — or already in motion — this is the marketing blueprint you need.
You’ll learn:
- Why branding is the foundation of every successful launch
- The biggest marketing mistakes breakaway advisors make
- How to build a story that inspires clients to follow
- What to invest in — and what to avoid — in your first year of independence
Whether you’re planning your leap or fine-tuning your new firm, this conversation is a must-listen.
Learn more at MurielConsulting.com
Schedule a discovery call with Shelby Nicholl: Zoom Scheduler
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU
33 에피소드
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