Tag: Cornerstone Planning Group
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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How to Know When It’s Time to Go Independent (Ep. 3)

How to Know When It’s Time to Go Independent (Ep. 3)

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Financial advisors often feel constrained by bureaucratic systems and conflicting interests within larger firms. But how can they identify when it’s time to make a bold change?

In this episode, Carmine Corino shares his personal and professional insights on transitioning from traditional firm settings to becoming an independent financial advisor. He recounts the challenges, ethical dilemmas, and opportunities involved in creating a business aligned with both client needs and personal values.

Carmine discusses: 

  • The ethical challenges of prioritizing client interests over firm-imposed sales goals
  • The signs that indicate misalignment between an advisor’s vision and their firm’s restrictions
  • The importance of understanding how compensation structures impact client trust and transparency
  • Strategies and tools for evaluating and planning a transition to independence
  • The long-term benefits of aligning business models with personal and client-centric goals
  • And more!

Resources:

Connect with Carmine Corino: 

Connect with Daren Blonski: 

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