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Brand First: The Marketing Playbook for Breakaway Advisors
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A tartalmat a Shelby Nicholl biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Shelby Nicholl vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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
34 epizódok
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