Breakaway Advisor Marketing | How to Successfully Launch Your Independent Firm

The Stephen and Kevin Show

Thinking about going independent? In this episode, we share practical marketing strategies for financial advisors preparing for a breakaway launch. At Oechsli, we’ve helped over 150 brand new financial advisory firms launch in the past two years, and we’ll show you what it takes to retain clients, establish credibility, and build a strong foundation for long-term growth.

What You’ll Learn in This Video:

✅ Why preparation, communication, and credibility are key to client retention

✅ How to set a realistic launch timeline (2–3+ months before going live)

✅ Naming your firm: personal brand vs. unique identity

✅ Designing a logo that builds trust and future growth potential

✅ Studio video & photography: the face of your new brand

✅ Website essentials that signal legitimacy and professionalism

✅ Signage, stationery, and marketing collateral that excite clients

✅ Social media announcement strategies + boosting tips

✅ Google Business Profile, Ads, and Press Release best practices

✅ Email series & ongoing marketing (social, ads, video, podcasts)

Why This Matters:

Launching your independent firm isn’t the time to cut corners. Every detail—from your logo and website to your first social media post—shapes how clients perceive your credibility and commitment. With the right plan, you can make your breakaway a seamless, successful transition.