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Broken Dealer: Navigating the Path to Financial Advisor Independence

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Everything You Always Wanted to Know About Bolting the Big Firm (but were afraid to ask)

Under intense pressure from their corporate masters to sell products that clients may not need, many financial advisors desperately want to slip the golden handcuffs and become independent agents. However, they lack the initiative, the plan or the gumption to break away from the mothership, and so they continue to toil in psychic pain.

Carmine Corino and Daren Blonski know how they feel and have devised t...