Tag: Breaking Free
Breaking the Myths of Going Independent as a Financial Advisor (Ep. 8)

Breaking the Myths of Going Independent as a Financial Advisor (Ep. 8)

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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 support, compliance, and operations look like outside the traditional firm model.

Carmine and Daren discuss:

  • The misconception that going independent means having no support, and how mid-sized firms can offer a collaborative culture
  • How advisors can offload administrative and compliance tasks while still maintaining control and efficiency
  • The real tradeoffs between convenience and autonomy, especially when it comes to back-office services and tech infrastructure
  • The mindset shift from cost-cutting to investing in growth, including hiring help and segmenting clients
  • How simplifying, eliminating tasks, and finding the right partners can lead to more revenue and better use of time
  • And more!

Resources:

Connect with Daren Blonski: 

Connect with Carmine Corino: 

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Breaking Free: Empowering Financial Advisors to Build Independent Success with Daren Blonski, CFP®, CEPA® and Carmine Corino, ChFC®, AIF, CFP (Ep. 1)

Breaking Free: Empowering Financial Advisors to Build Independent Success with Daren Blonski, CFP®, CEPA® and Carmine Corino, ChFC®, AIF, CFP (Ep. 1)

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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:

Connect with Daren Blonski: 

Connect with Carmine Corino: 

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