On this episode, I catch up with David Roberson, founder of Azella Advisor, to discuss everything you need to know about launching a standout website, building a powerful brand, and mastering ongoing marketing strategies.
Whether you’re breaking away from a big firm or looking to elevate your independent practice, you’ll learn:

• Why a custom website is crucial for client retention and growth
• The role of branding and storytelling in your advisory business
• How to avoid common mistakes during your transition
• The importance of SEO and compliance in your digital presence
• Step-by-step strategies for a smooth website launch
• Tips for ongoing marketing, social media, and lead generation

David shares real-world insights from helping hundreds of advisors make the leap, plus actionable advice you can use right now.

Connect with David Roberson:
• LinkedIn: https://www.linkedin.com/company/azella
• Azella Advisor: https://azela.io

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