You’ve Decided to Leave Your Broker-Dealer — Now What? | Next Steps for Financial Advisors скачать в хорошем качестве

You’ve Decided to Leave Your Broker-Dealer — Now What? | Next Steps for Financial Advisors

If you’ve already decided to leave your broker-dealer, the next steps matter more than you think. In this live discussion, Carmine Corino is joined by Alanah Phillips, MBA — recruiter, speaker, founder of Advisor Launch Lab, and author of Break Up With Your Broker-Dealer — to walk through what advisors should focus on after committing to independence. This isn’t a “should you leave?” conversation. It’s about execution, alignment, and avoiding the common pitfalls advisors encounter once the decision has been made. In this discussion, we cover: The questions you should be asking a potential partner firm before you commit The parts of the transition process advisors tend to underestimate A realistic look at the first 30–60 days after deciding to move The avoidable mistakes that create unnecessary friction How to prepare and practice your client communication before making calls How to communicate your move clearly and confidently to clients If you’re planning independence in 2026, this conversation will help you pressure-test your approach and move forward strategically. Resources from Alanah Phillips: 🔗 "Doodle" resource slides on the Advisor Risk Tolerance Spectrum that Alanah talked through during the conversation: https://bit.ly/4sbPB4I 📺 What is the Advisor Risk Tolerance Spectrum (ART)?:    • What Is the Advisor Risk Tolerance Spectru...   📺 Industry Landscape Video:    • The Financial Services Landscape Explained...   📘 Book: https://www.amazon.com/dp/B0FNHDKXNM 🚀 ‪@StartWithCatalyst‬: https://startwithcatalyst.com/ 🔗 Connect with Alanah on LinkedIn:   / alanahphillips   🔗 Learn More About Cornerstone Planning Group: www.cspgllc.com 🔗 Connect with Carmine on LinkedIn:   / carminecorino   #financialadvisor #brokerdealer #ria breakaway advisor independent financial advisor leave broker dealer advisor independence wealth management career RIA firm financial advisor growth