Leadership Culture – The Broken Dealer

Building the Right Team: The “Who Not How” Framework for Scaling Your Practice (Ep. 23 | Pt. 5)

By The Broken Dealer | March 13, 2026

Most advisors are so buried in the day-to-day that they never stop to ask the most important question: Who should be doing this instead of me?

What would change in your business if you stopped asking “how do I do this?” and started asking “who should do this for me?”

In this episode, the fifth and final installment of their series on scaling financial advisory businesses, Carmine Corino and Daren Blonski break down the “Who Not How” framework and what it actually looks like to build a team that frees you to operate as the visionary in your firm. They walk through the key hires every advisor needs to scale, from executive assistants to COO-integrators to servicing advisors, and explain why the right culture matters just as much as the right candidate.

They also address how AI and CRM technology function as “digital who’s” that eliminate low-level tasks and create space for higher-value relationship work.

Carmine and Daren discuss:

How shifting from “how do I do this?” to “who should do this?” is one of the most important mindset changes for advisors who want to scale
Why hiring the right people is an investment, not a cost, and why the cheapest hire almost always costs you the most in the long run
How strong internal culture and trust-based leadership determine whether great hires stay and thrive or leave within months
The three key human roles every growing advisory firm needs: an executive assistant, a COO or integrator, and a servicing advisor
How AI platforms and CRM tools serve as technology “who’s” that automate low-level tasks and free your team to focus on client relationships
And more!

Resources:

Connect with Daren Blonski:

Connect with Carmine Corino:

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

By The Broken Dealer | April 25, 2025

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.