Stepping out of corporate constraints to pursue independence is a bold move for financial advisors, and it requires courage, strategy, and the right mindset.

What lessons can advisors learn from navigating bureaucracy and creating a client-focused business? How can they build impactful practices that prioritize transparency and trust?

In this inaugural episode of The Broken Dealer Podcast, Daren Blonski and Carmine Corino discuss their personal journeys transitioning from restrictive financial environments to independence. They share pivotal moments, challenges, and insights to inspire other advisors aiming to build a client-first, successful practice.

Key Points:

• The frustrations of operating within large firm constraints and how they motivated independence
• Pivotal career moments that highlighted the importance of acting in the client’s best interest
• The barriers faced in pursuing client-centric financial planning within traditional corporate frameworks
• The transformative process of establishing an independent advisory practice
• Advice and strategies for advisors looking to transition to an independent, client-focused business model
• And more!

Resources:

• Broken Dealer: Navigating the Path to Financial Advisor Independence by Carmine Corino and Daren Blonski 

Connect with Daren Blonski: 

• LinkedIn: Daren Blonski
• Sonoma Wealth Advisors

Connect with Carmine Corino: 

• LinkedIn: Carmine Corino
• Cornerstone Planning Group

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