The #1 Marketing Mistake Financial Advisors Make When Launching Their Own Firm
If you’re a financial advisor considering going independent, this might be the most important episode you watch.
After helping nearly 1,000 advisors transition their businesses, I’ve seen one major differentiator between a good transition and an exceptional one:
👉 Your marketing on launch day.
In this episode, I sit down with Kevin Nichols, COO of Oechsli who has helped execute over 150 advisor brand launches in the past two years alone.
We break down:
• Why your website is your first real impression after a breakaway
• How launch videos increase client confidence and retention
• Why running Google Ads on your own name matters
• The ideal timeline for building your brand before launch
• Why “cheap” marketing can cost you millions in retained assets
• What advisors get wrong about post-launch marketing
If you’re leaving a wirehouse or launching your own RIA, your clients are going to Google you immediately. What they see will influence whether they stay — or hesitate.
This conversation is your roadmap to getting it right.
I hope this is helpful. If you’re an elite advisor that could use the help of a non-biased transition consultant please reach out, I’d be happy to talk.
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Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Contact & connect with me:
Call or Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen
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Website: https://www.coreywalen.com
Thanks for watching!
