Many advisors dream of independence, but is it truly freedom or simply a new set of challenges? In this episode, Carmine Corino and Daren Blonski reveal what happens behind the scenes when advisors leave large firms. From retention rates to hidden costs, they share candid stories and practical insights. Their honest conversation exposes the myths …
The idea of going independent might sound appealing, but what’s the real cost behind the curtain? In this episode, Daren Blonski and Carmine Corino speak with Jennifer Goldman, founder of My Virtual COO, who brings decades of operational wisdom from both sides of the advisory table. Jennifer shares candid truths about the trade-offs, team focus, …
Advisors often believe they can’t afford to leave their firm. But what if the real cost is staying? In this episode of The Broken Dealer Podcast, Carmine Corino and Daren Blonski sit down with Coach Joe Lukacs, Founder of Magellan Network & MasterMind. Joe challenges the limiting beliefs and hidden consequences that keep financial advisors …
Becoming independent as a financial advisor is a major career shift that comes with significant challenges, but also opportunities for growth and autonomy. What are the fears holding you back from independence? How can you prepare for the hurdles ahead and create a future on your terms? In this episode, Carmine Corino and Daren Blonski …
Going independent doesn’t mean going it alone, and it’s not as complicated as it sounds. Is the fear of being on an island holding you back? Are you letting misconceptions shape your decisions? This week, Carmine Corino and Daren Blonski unpack the top three myths advisors face when considering independence. They share practical insight into …
What happens when nine advisors decide they’ve had enough of corporate constraints and leave together? In this episode, Carmine Corino and Daren Blonski speak with Dylan Ripley, CEO and Managing Partner of Cedarwood Financial Partners, about his transition from Edward Jones to independence. Dylan shares the cultural challenges that led to his departure, the legal …
What drives a financial advisor to step into an independent realm? Is it the passion for client impact, a dissatisfaction with industry constraints, or something else entirely? Join Carmine Corino and Daren Blonski in this episode of The Broken Dealer as they explore the fundamental question of an advisor’s “why.” Through candid stories and insights, …
What makes a successful financial advisor stand out? It’s more than just crunching numbers and knowing the market—it’s about embracing three distinct identities: advisor, business owner, and entrepreneur. This week on The Broken Dealer Podcast, join hosts Carmine Corino and Daren Blonski as they discuss the three roles that define and differentiate top-notch advisors. Carmine …
Having a clear vision is the key to breaking free from restrictive environments and building a thriving, independent financial practice. Join Carmine Corino and Daren Blonski to discuss their transitions from constrained brokerage firms to independent advisory roles. They share personal experiences, the turning points that led them to leave, and the importance of having …
Financial advisors often feel constrained by bureaucratic systems and conflicting interests within larger firms. But how can they identify when it’s time to make a bold change? In this episode, Carmine Corino shares his personal and professional insights on transitioning from traditional firm settings to becoming an independent financial advisor. He recounts the challenges, ethical …