Breaking the Myths of Going Independent as a Financial Advisor (Ep. 8)
Going independent doesn’t mean going it alone, and it’s not as complicated as it sounds.
Is the fear of being on an island holding you back? Are you letting misconceptions shape your decisions?
This week, Carmine Corino and Daren Blonski unpack the top three myths advisors face when considering independence. They share practical insight into what support, compliance, and operations look like outside the traditional firm model.
Carmine and Daren discuss:
- The misconception that going independent means having no support, and how mid-sized firms can offer a collaborative culture
- How advisors can offload administrative and compliance tasks while still maintaining control and efficiency
- The real tradeoffs between convenience and autonomy, especially when it comes to back-office services and tech infrastructure
- The mindset shift from cost-cutting to investing in growth, including hiring help and segmenting clients
- How simplifying, eliminating tasks, and finding the right partners can lead to more revenue and better use of time
- And more!
Resources:
Connect with Daren Blonski:
Connect with Carmine Corino:
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