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

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

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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: 

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The Three Identities of a Financial Advisor (Ep. 5)

The Three Identities of a Financial Advisor (Ep. 5)

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What makes a successful financial advisor stand out?

It’s more than just crunching numbers and knowing the market—it’s about embracing three distinct identities: advisor, business owner, and entrepreneur.

This week on The Broken Dealer Podcast, join hosts Carmine Corino and Daren Blonski as they discuss the three roles that define and differentiate top-notch advisors.

Carmine and Daren share insights on balancing these identities and how advisors can harness their unique strengths. They welcome perspectives and compelling stories, revealing the secret sauce to thriving in an independent advisory world. 

Carmine and Daren discuss:

  • The ‘Three Identities’ of a Financial Advisor
  • The Art of Pie Making vs. Selling
  • Building a Talent Engine for Growth
  • Leadership and Culture with Extreme Ownership
  • And more!

Resources:

Connect with Daren Blonski: 

Connect with Carmine Corino: 

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Breaking Free: Daren Blonski’s Journey to Independence (Ep. 2)

Breaking Free: Daren Blonski’s Journey to Independence (Ep. 2)

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Finding the right career path is often filled with unexpected turns and defining moments.

How do you know when it’s time to move on? What does it take to build a business that aligns with your values and lifestyle?

In this episode, Daren Blonski, CFP®, CEPA®, and Carmine Corino, ChFC®, AIF, CFP, discuss Daren’s transition from leadership training to financial advising, the pivotal moments that led him to break free from brokerage firms, and how he built a successful independent advisory firm.

Daren discusses:

  • His early career in leadership development, working with global firms and government agencies
  • The challenges of working within a brokerage firm and the realization that his values didn’t align with the corporate structure
  • The turning point that made him commit fully to financial advising and obtain his CFP
  • The process of evaluating different business models and choosing full independence over high-paying brokerage offers
  • The importance of finding the right business partner and how his current partnership has accelerated growth
  • 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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