Tag: The Broken Dealer
Breaking Free with AI and Smarter Tech for Advisors (Ep. 14)

Breaking Free with AI and Smarter Tech for Advisors (Ep. 14)

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Advisors today must decide whether technology will hold them back or propel them forward. Big firms often utilize AI to reduce costs, while independent advisors can leverage it to enhance efficiency and the client experience.

How can AI empower advisors instead of replacing them? How do you build a tech stack that supports growth rather than restricts it?

In this episode of The Broken Dealer, Carmine Corino and Daren Blonski delve into how AI and automation are transforming the role of advisors. They share real examples of tools that work, discuss why independence offers more autonomy, and explain how technology can elevate both practice management and client service.

Key takeaways include:

  • How AI is giving small-town advisors the capabilities of big firms
  • Why large broker-dealers restrict innovation to protect the “lowest common denominator”
  • Practical examples of AI streamlining tax planning and client onboarding
  • How independence creates wider highways for adopting tech that benefits advisors and clients
  • Why even basic tools like online scheduling can dramatically improve efficiency
  • 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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