Tag: Financial Freedom

The Power of “Why”: Finding Purpose in Financial Advising (Ep. 6)

The Power of “Why”: Finding Purpose in Financial Advising (Ep. 6)

What drives a financial advisor to step into an independent realm? Is it the passion for client impact, a dissatisfaction with industry constraints, or something else entirely?

Join Carmine Corino and Daren Blonski in this episode of The Broken Dealer as they explore the fundamental question of an advisor’s “why.” 

Through candid stories and insights, they delve deep into the motivations that fuel financial advisors to break free from bureaucratic shackles and embrace independence. 

Carmine and Daren discuss:

  • Understanding the difference between the suitability standard and fiduciary duty 
  • The power of defining and knowing your “why” 
  • How independent advisors can serve with no hidden agenda 
  • The influence of culture and organizational impact
  • And more!

Resources:

Connect with Daren Blonski: 

Connect with Carmine Corino: 

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

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

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: