Many advisors excel at client service yet struggle with the demands of running and scaling a business.

In this episode, Carmine Corino and Daren Blonski break down the three key identities that every advisor must recognize: advisor, business owner, and entrepreneur. They discuss how to align your time and energy with the role that drives you most, the hidden costs of “going independent,” and how AI and firm dynamics are reshaping the advisor landscape.

Key Takeaways:

• The three roles every advisor plays: advisor, business owner, and entrepreneur, and why clarity between them is vital
• How to identify which role gives you energy and align your work accordingly
• The real cost of independence versus tucking into an established firm
• Why AI and technology shifts will redefine advisory roles and firm relationships
• How mid-sized “sweet spot” firms empower advisors through flexibility and support
• And more!

Resources:

• Broken Dealer: Navigating the Path to Financial Advisor Independence by Carmine Corino and Daren Blonski
• 10x Is Easier Than 2x by Dan Sullivan & Dr. Benjamin Hardy
• The Science of Scaling by Dr. Benjamin Hardy

Connect with Daren Blonski:

• LinkedIn: Daren Blonski
• Sonoma Wealth Advisors

Connect with Carmine Corino:

• LinkedIn: Carmine Corino
• Cornerstone Planning Group