There may come a time when you want or need to rebrand your business. You may change broker-dealers, start a new firm, combine practices with another advisor, or change your services or clientele focus. If you do change your business’ focus or value proposition, you may need to rebrand to reflect the changes. If you’re in this boat, you’ve come to the right place. In this week’s marketing tip, we talk about the first steps to take when rebranding your business.

We love to share what we’ve learned from the thousands of financial professionals with whom we’ve worked. Take a look at more marketing tips.