Recorded Live on November 30, 2023

Join us for an educational webinar featuring two of the industry’s experienced veterans, Charlie Van Derven and Carmine Corino. With Charlie’s extensive background in marketing and business development in Financial Services, and Carmine’s journey in founding Cornerstone Planning Group, an RIA renowned for its impressive growth and appeal to advisors seeking greater independence, this session promises a wealth of insights.

Key Takeaways:

1. Understanding the Shift: Dive into the reasons why an increasing number of financial advisors are moving towards greater independence. Gain insights from our experts’ first-hand experiences and learn how this shift can potentially benefit your career and client relationships.

2. Navigating Compliance in an Independent Model: Unravel the complexities of compliance outside the corporate sphere. We’ll discuss how to manage regulatory requirements efficiently while enjoying the freedom of an independent practice.

3. Leveraging Technology for Growth: Discover how independent advisors can utilize technology to streamline operations, enhance client engagement, and stay ahead in a competitive market.

4. Embracing Fiduciary Responsibility: Learn about the deepened sense of fiduciary duty that comes with independence. Our speakers will discuss how breaking free from firm biases enables advisors to offer more tailored, client-centric advice.

5. Eliminating Firm Biases: Understand how moving away from the corporate world helps in shedding sales quotas and proprietary product pushes, allowing for a more authentic and client-focused advisory experience.

6. Lifestyle Changes and Personal Growth: Hear from Carmine Corino about the transformative lifestyle changes that accompany the move to independence, from better work-life balance to heightened personal and professional satisfaction….(read more)

LEARN MORE ABOUT: Retirement Annuities

REVEALED: How To Invest During Inflation

HOW TO INVEST IN GOLD: Gold IRA Investing

HOW TO INVEST IN SILVER: Silver IRA Investing

Breaking Free for Success: Navigating the Journey to Independence in Financial Services

The financial services industry is one that has traditionally been dominated by large, well-established institutions. For many financial professionals, breaking free from the constraints of working for these institutions and venturing out on their own can seem a daunting task. However, the rewards of independence can be substantial, both financially and professionally.

The journey to independence in the financial services industry is not an easy one. It requires a great deal of determination, hard work, and perseverance. But for those who are willing to take the leap, the potential rewards are well worth the effort.

One of the main advantages of breaking free and establishing yourself as an independent financial professional is the ability to have more control over your career. When working for a large institution, financial professionals are often limited in terms of the services they can offer, the clients they can work with, and the products they can sell. By going independent, professionals have the freedom to build their own business and tailor their services to meet the needs of their clients.

Another advantage of independence is the potential for financial success. When working for a large institution, financial professionals are often limited in terms of their earning potential. By going independent, professionals have the opportunity to build their own business and reap the full financial rewards of their hard work. Moreover, they can choose their own business model, set their own fees, and build a client base that is in line with their own values and vision.

However, breaking free and venturing out on your own also comes with its own set of challenges. Financial professionals who are used to the stability and resources provided by a large institution may find it difficult to navigate the world of independence. They may struggle with the marketing and branding aspects of running their own business, as well as the administrative tasks and compliance requirements.

In order to successfully navigate the journey to independence in financial services, professionals must be prepared to invest time and resources into their business. This may involve pursuing additional education, obtaining necessary certifications, and building a network of contacts in the industry. Professionals must also be prepared to take on the responsibility of managing their own business, including handling administrative tasks, marketing their services, and maintaining compliance with industry regulations.

Ultimately, breaking free for success in the financial services industry requires a great deal of determination, hard work, and perseverance. But for those who are willing to take the leap, the potential rewards are considerable. Independence offers financial professionals the opportunity to have more control over their career, build their own business, and reap the full financial rewards of their hard work. By taking the necessary steps to prepare and navigate the challenges of independence, financial professionals can achieve success and fulfillment in their careers. So if you are ready to take the leap, breaking free for success is definitely worth considering in the financial services industry.