The Broken Dealer’s Guide to Independence (And When to Stay Put)
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.
Resources In Today's Episode:
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