Becoming independent as a financial advisor is a major career shift that comes with significant challenges, but also opportunities for growth and autonomy.

What are the fears holding you back from independence? How can you prepare for the hurdles ahead and create a future on your terms?

In this episode, Carmine Corino and Daren Blonski discuss the most common fears advisors face when leaving big firms, how to overcome them, and the strategies to make the transition smoother and more rewarding. They offer practical advice on legal preparation, client retention, and building resilience during this transformative process.

Carmine and Daren discuss:

• The common fears of income loss and client retention during the transition to independence
• The importance of having qualified legal support to handle the departure process effectively
• Strategies for streamlining client transitions to minimize disruptions and retain relationships
• The potential psychological and financial toll of legal conflicts and how to avoid them
• Building a strong foundation of preparation, humility, and professional support to thrive as an independent advisor
• And more!

Resources:

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

Connect with Daren Blonski: 

• LinkedIn: Daren Blonski
• Sonoma Wealth Advisors

Connect with Carmine Corino: 

• LinkedIn: Carmine Corino
• Cornerstone Planning Group