The Broken Dealer
The Broken Dealer
Podcast Description
Welcome to Broken Dealer with Carmine Corino & Daren Blonski. In this podcast, we help advisors stuck in constrained environments overcome the frustrations of big firm bureaucracies and restrictions. We do this by exploring the best channels for building the business of your dreams. Join us as Carmine and Daren share hard insights, compelling stories, and years of expertise—alongside guest experts—to empower you to break free, serve your clients fully, and live a life of abundance.
Podcast Insights
Content Themes
The podcast focuses on topics relevant to financial advisors, such as overcoming corporate constraints, establishing client-centric businesses, and transitioning to independent practices. Episodes include discussions on personal experiences in the finance industry, strategic insights for navigating bureaucratic challenges, and advice for building trust and transparency with clients.
Welcome to Broken Dealer with Carmine Corino & Daren Blonski. In this podcast, we help advisors stuck in constrained environments overcome the frustrations of big firm bureaucracies and restrictions. We do this by exploring the best channels for building the business of your dreams. Join us as Carmine and Daren share hard insights, compelling stories, and years of expertise—alongside guest experts—to empower you to break free, serve your clients fully, and live a life of abundance.
When your independent broker-dealer sells, it can change everything about how you serve clients and run your business.
In this episode, Daren Blonski and Carmine Corino break down what happens when your firm sells or changes direction and what you can do about it. From evaluating alignment and fiduciary responsibility to exploring independence, they share hard truths about how these transitions impact advisors and their clients.
They discuss:
- How advisors should assess whether to stay with a sold firm, move to another, or go independent
- Why private equity ownership often creates misalignment between advisors, clients, and shareholders
- How the concept of fiduciary duty gets distorted within broker-dealers
- The consequences of compliance and “selling away” rules that protect firms, not clients
- Why true independence may be the only way to gain long-term alignment and control
- And more!
Resources:
Connect with Daren Blonski:
Connect with Carmine Corino:
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