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:

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• 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:

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• Broken Dealer: Navigating the Path to Financial Advisor Independence by Carmine Corino and Daren Blonski 
  

Connect with Daren Blonski: 

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• LinkedIn: Daren Blonski
  
• Sonoma Wealth Advisors
  

Connect with Carmine Corino: 

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• LinkedIn: Carmine Corino
  
• Cornerstone Planning Group