What You'll Learn In Today's Episode:

  • The importance of culture over payout.
  • Advisors need to assess their current firm’s support for their goals.
  • Investing in oneself is crucial for professional growth.
  • Advisors should evaluate their trade-offs honestly.

In this week’s Follow Up Friday, Amber Kuhn highlights one advisor’s journey going independent. On Monday, Matthew Jarvis welcomed Carmine Corino, CEO of Cornerstone Planning Group and author of the Amazon bestseller “Broken Dealer.” Their conversation dove deep into the complexities of transitioning from traditional broker-dealer channels to independence in the financial advisory world. The discussion offered crucial insights for advisors contemplating independence and an inquiry that can serve as a compass for advisors evaluating their current situation, regardless of their channel.

Recommended Podcast

The Future of Financial Advising with Shelby Nicholl [Episode 324]

It’s a journey to thriving

See More

Encore Episode: Stop Talking Yourself Out Of The Sale!

See More

Counting the Reps: The Key to Growth [Episode 323]

No pain, no gain.

See More

Contact Us