
Before an advisor changes firms, builds independently, or questions the system they’re in, they usually hit a quieter moment first: something feels off.
Chapter 1 starts there — with the questions, friction, and reality checks that come before the leap toward independence.
This is not a hype piece. It’s a gut check.
For advisors tired of bureaucracy slowing down client-first decisions.
For advisors wondering whether their current structure still fits the business they want to build.
For advisors interested in freedom, but not interested in doing everything alone.
For advisors who want a clearer conversation about what comes next.

Carmine Corino is the Founder and CEO of Cornerstone Planning Group and co-author of Broken Dealer: Navigating the Path to Financial Advisor Independence. His work challenges financial advisors to think differently about independence, leadership, and what it really means to build a client-first practice.
Through Cornerstone, Carmine is proving that real independence isn’t just a business model. It’s a mindset — one built on truth, structure, and purpose.