Tag: Client Retention
The Realities and Rewards of Going Independent (Ep. 12)

The Realities and Rewards of Going Independent (Ep. 12)

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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 and realities of independence, helping advisors make informed choices for themselves and their clients.

Carmine and Daren discuss:

  • How high retention rates can be achieved when transitioning clients
  • The hidden costs behind “big checks” offered by firms, and how firms recoup those incentives
  • The importance of clients “rehiring” their advisor during a transition and how loyalty often rests with the individual, not the firm
  • How attorneys, CPAs, and clients perceive independence, and why personal relationships outweigh firm affiliations

Resources:

Connect with Daren Blonski: 

Connect with Carmine Corino: 

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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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