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 the blueprint for those who want to make the leap. Born of their own hard-earned experience, the self-deprecating duo lays out the path, identifies the landmines, offers shark repellant and prepares advisors for the emotional rollercoaster that lies ahead.Part yogis, part older brothers, part wise-cracking best buddies, Corino and Blonski recount their own successes and failures, lessons learned and things they wished they’d done, all served with a soupcon of silly, because, as Ben and Jerry said, “If it’s not fun, why do it?”Among the unexpected words of wisdom: "First, know yourself;" "Get the blessing of your spouse or it will be hell;" "Find an outlet for the inevitable stress;" "Keep your mouth shut beforehand;" and "Expect to be surprised who your friends are." Armed with their tried-and-true formula, any advisor in the country can extricate themselves from the vice grip of the big financial services company.If you’re even contemplating making a move, this book is a must-read. It will save you a lot of trouble… and make you laugh along the way.
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Under intense pressure from their corporate masters to sell products that customers may not need, many financial advisors desperately want to slip off the golden handcuffs and become independent agents. If you’re even contemplating making a move, this book is a must-read. It will save you a lot of trouble… and make you laugh along the way.
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AcknowledgmentsIntroductionChapter 1: Are You Prepared to Go Down This Road?Chapter 2: Breaking Down the Business ModelsChapter 3: Start Your Own or Bolt On?Chapter 4: How Are You Really Getting Paid?Chapter 5: Building Your Plan: How and WhenChapter 6: MessagingChapter 7: What to ExpectAbout the AuthorsEndnotes
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"Buckle up as you flip through the pages of this book, you're in for a ride alongside Daren and Carmine as they navigate the opaque world of finance, guided by a steadfast commitment to genuine service and unwavering authenticity. But be careful, once you see it, you can’t unsee it." Floyd Shilanski Founder of Shilanski and Associates"As they say in the book, you will not meet two more different professionals who think and act as one. This is not just another book on the financial advisor world; it’s THE playbook on how to break free and have it all for yourself and your family." Joe Lukacs Founder, Magellan Network and Mastermind"Broken Dealer stands out for its unwavering commitment to truth-telling and its emphasis on the transformative power of putting clients first. Blonski and Corino's hard-won lessons and practical advice serve as a roadmap for financial advisors ready to embark on the path of independence. This book is a must-read for anyone seeking to build a thriving, client-centered practice and is a testament to the authors' dedication to empowering others in the financial services industry." Brian Boughner CFA, CMT Co-Founder, The Fiduciary Alliance"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. [...] 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." Readers' Favorite
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Produktdetaljer
ISBN
9781642256550
Publisert
2024-09-12
Utgiver
Vendor
Advantage Media Group
Høyde
228 mm
Bredde
152 mm
Aldersnivå
00, G, 01
Språk
Product language
Engelsk
Format
Product format
Heftet
Antall sider
152