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Reviewed by Pikasho Deka for Readers' Favorite
Investment firms sometimes prioritize profits even at the cost of their clients' financial well-being. This often causes dissatisfaction among financial advisors, yet they struggle to leave their jobs. After meeting at a conference in Arizona, Carmine Corino and Daren Blonski realized they felt constrained within their firms and wanted to open independent practices. Now successful entrepreneurs with their own advisory firms, Corino and Blonski, seek to help others find their own career paths with Broken Dealer. In this book, you will learn about the distinctions between commissioned nonfiduciary, fee-based, and fee-only models, the five pillars of financial planning, the four types of financial service affiliations, building a pre-transition plan with a set of key performance indicators, a financial advisor's one-year business plan that includes goals and strategies, market and competitive analysis, marketing and sales strategy, and more.
If you're not feeling fulfilled working at your firm and want to venture out on your own, Broken Dealer is the book for you. Carmine Corino and Daren Blonski take you through a comprehensive step-by-step plan that covers every aspect of the decision-making process -- from leaving an existing firm to taking the next step and beginning your own journey of financial success and fulfillment. The authors share stories and their experiences about transitioning from employees at a firm to independent practice while stating that everyone's experience is unique. These anecdotes make the book even more engaging and ensure readers are invested all the way through. All in all, this is an informative and educational guide that I highly recommend to any upcoming entrepreneur or readers currently working in the investment sector.
