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.
Most advisors are so buried in the day-to-day that they never stop to ask the most important question: Who should be doing this instead of me?
What would change in your business if you stopped asking “how do I do this?” and started asking “who should do this for me?”
In this episode, the fifth and final installment of their series on scaling financial advisory businesses, Carmine Corino and Daren Blonski break down the “Who Not How” framework and what it actually looks like to build a team that frees you to operate as the visionary in your firm. They walk through the key hires every advisor needs to scale, from executive assistants to COO-integrators to servicing advisors, and explain why the right culture matters just as much as the right candidate.
They also address how AI and CRM technology function as “digital who’s” that eliminate low-level tasks and create space for higher-value relationship work.
Carmine and Daren discuss:
- How shifting from “how do I do this?” to “who should do this?” is one of the most important mindset changes for advisors who want to scale
- Why hiring the right people is an investment, not a cost, and why the cheapest hire almost always costs you the most in the long run
- How strong internal culture and trust-based leadership determine whether great hires stay and thrive or leave within months
- The three key human roles every growing advisory firm needs: an executive assistant, a COO or integrator, and a servicing advisor
- How AI platforms and CRM tools serve as technology “who’s” that automate low-level tasks and free your team to focus on client relationships
- And more!
Resources:
- Broken Dealer: Navigating the Path to Financial Advisor Independence by Carmine Corino and Daren Blonski
- Who Not How by Dan Sullivan and Dr. Ben Hardy
- Buy Back Your Time by Dan Martell
- Extreme Ownership by Jocko Willink
- Traction by Gino Wickman
- 10X Is Easier Than 2X by Dan Sullivan and Dr. Ben Hardy
Connect with Daren Blonski:
Connect with Carmine Corino:
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