Brand First: The Marketing Playbook for Breakaway Advisors

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 

www.murielconsulting.com

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