Firm Speed Dating: Asking the Right Questions Before You Commit (Ep. 13)
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Firm Speed Dating: Asking the Right Questions Before You Commit (Ep. 13)
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About this listen
Choosing the right firm isn’t just about payout numbers.
It’s about alignment, vision, and transparency.
In this episode of The Broken Dealer, hosts Carmine Corino and Daren Blonski unpack the crucial questions advisors must ask before joining a new firm. From ownership incentives to fee structures and long-term vision, they reveal how to “peel the onion” and see what’s really driving a firm.
Their stories and examples show the hidden costs of quick checks and the transformative power of working in an aligned environment.
Key Points:
- Why ownership incentives shape firm behavior and advisor experience
- The pitfalls of upfront money and hidden product requirements
- How misaligned visions trap advisors in short-term decisions
- A case study where alignment led to tripling assets under management
- The difference between growth cultures and environments focused only on product sales
- And more!
Resources:
- Broken Dealer: Navigating the Path to Financial Advisor Independence by Carmine Corino and Daren Blonski
Connect with Daren Blonski:
- LinkedIn: Daren Blonski
- Sonoma Wealth Advisors
Connect with Carmine Corino:
- LinkedIn: Carmine Corino
- Cornerstone Planning Group
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