Month: April 2025
The Three Identities of a Financial Advisor (Ep. 5)

The Three Identities of a Financial Advisor (Ep. 5)

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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 and Daren share insights on balancing these identities and how advisors can harness their unique strengths. They welcome perspectives and compelling stories, revealing the secret sauce to thriving in an independent advisory world. 

Carmine and Daren discuss:

  • The ‘Three Identities’ of a Financial Advisor
  • The Art of Pie Making vs. Selling
  • Building a Talent Engine for Growth
  • Leadership and Culture with Extreme Ownership
  • And more!

Resources:

Connect with Daren Blonski: 

Connect with Carmine Corino: 

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The Power of Vision: Creating a Client-Centric Financial Practice (Ep. 4)

The Power of Vision: Creating a Client-Centric Financial Practice (Ep. 4)

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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 a clear vision when making the move. 

Key highlights include:

  • Vision’s role in becoming an independent advisor
  • Challenges faced in constrained brokerage environments
  • The impact of transitioning to independence
  • The benefits of fee transparency and agnostic client advisement
  • Engaging clients and employees with a shared vision
  • And more!

Resources:

Connect with Daren Blonski: 

Connect with Carmine Corino: 

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