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.
His early career in leadership development, working with global firms and government agenciesThe challenges of working within a brokerage firm and the realization that his values didn’t align with the corporate structureThe turning point that made him commit fully to financial advising and obtain his CFPThe process of evaluating different business models and choosing full independence over high-paying brokerage offersThe importance of finding the right business partner and how his current partnership has accelerated growthAnd more!Broken Dealer: Navigating the Path to Financial Advisor Independence by Carmine Corino and Daren Blonski Connect with Daren Blonski:
LinkedIn: Daren BlonskiSonoma Wealth AdvisorsConnect with Carmine Corino:
LinkedIn: Carmine CorinoCornerstone Planning Group