The Real Cost of Loyalty: A Financial Advisor's Road to Independence with Guest Carmine Corino [Episode 298]
The Perfect RIA
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Beyond Loyalty: The Leap to Independence
This chapter delves into the transformative journey of a seasoned financial advisor who establishes their own RIA firm after years of grappling with loyalty and misaligned values at their previous company. The speakers emphasize the importance of aligning decisions with personal values rather than merely financial incentives, discussing the emotional complexities that accompany the transition to independence. Personal development, compliance, and the role of technology in enhancing advisory practices are also critical themes explored in this reflective conversation.
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