Congratulations on your decision to pursue your independence! Breaking away from your current firm isn’t an easy choice to make, but it’s almost always a rewarding one: According to recent Fidelity study, 96% of financial advisors report being happier after breaking away.

But that doesn’t mean it isn’t a lot of work. As a breakaway advisor, establishing your new firm’s value proposition and engaging prospects is especially important. But doing marketing right can be a challenge while you’re also dealing with legal costs, choosing custodians and tech partners, possibly hiring staff, and more.

And marketing isn’t just a challenge for breakaways. Marketing wealth management services in general can be a uniquely difficult exercise. First of all, most people only want to choose one financial advisor in their lifetime—meaning the consideration process can be long and arduous and, as with a number of financial decisions, as much emotional as it is logical.

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