Tag: Advisor Transition
Overcoming Fears of Building Independence as a Financial Advisor (Ep. 9)

Overcoming Fears of Building Independence as a Financial Advisor (Ep. 9)

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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 discuss the most common fears advisors face when leaving big firms, how to overcome them, and the strategies to make the transition smoother and more rewarding. They offer practical advice on legal preparation, client retention, and building resilience during this transformative process.

Carmine and Daren discuss:

  • The common fears of income loss and client retention during the transition to independence
  • The importance of having qualified legal support to handle the departure process effectively
  • Strategies for streamlining client transitions to minimize disruptions and retain relationships
  • The potential psychological and financial toll of legal conflicts and how to avoid them
  • Building a strong foundation of preparation, humility, and professional support to thrive as an independent advisor
  • And more!

Resources:

Connect with Daren Blonski: 

Connect with Carmine Corino: 

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Dylan Ripley’s Bold Move to Independence (Ep. 7)

Dylan Ripley’s Bold Move to Independence (Ep. 7)

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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 hurdles his team faced, and how collaboration and conviction drove their unified exit. 

Dylan discusses:

  • His start in the industry and journey through Edward Jones
  • The critical decision-making process behind the big move
  • Navigating legal challenges and maintaining integrity
  • Building Cedarwood and looking towards the future
  • And more!

Resources:

Connect with Daren Blonski: 

Connect with Carmine Corino: 

Connect with Dylan Ripley: 

About our Guest: 

After serving his clients at Edward Jones for almost ten years, Dylan Ripley co-founded Cedarwood Financial Partners in 2022 following a tabletop discussion on how he and his partner could better serve their clients, scratching out their vision on a napkin. From that initial napkin chat, he began diligently working to make this vision a reality through extensive research and sweat equity.

Dylan holds a Bachelor of Business Management from the Carlos Alvarez School of Business at The University of Texas–San Antonio. After joining Edward Jones, he earned the Accredited Asset Management Specialist certification through the College of Financial Planning.

He has a passion for serving others and does so through his service to clients and his community involvement. He is a current member of the Rotary Club of Temple, serving on the board for two years. He’s also a small group leader at his church and active in local Chamber of Commerce events. Most recently, he was asked to serve on the advisory board for the Salvation Army of Bell County.

Dylan and his wife, Cayleigh, have three children. When he’s not serving his clients or community, he can be found experiencing the world with his family, chasing kiddos around a ball field, golfing, or attending any live concert he can.

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