Breaking Free with AI and Smarter Tech for Advisors (Ep. 14)

Sep 26, 2025

Carmine Corino

Advisors today must decide whether technology will hold them back or propel them forward. Big firms often utilize AI to reduce costs, while independent advisors can leverage it to enhance efficiency and the client experience.

How can AI empower advisors instead of replacing them? How do you build a tech stack that supports growth rather than restricts it?

In this episode of The Broken Dealer, Carmine Corino and Daren Blonski delve into how AI and automation are transforming the role of advisors. They share real examples of tools that work, discuss why independence offers more autonomy, and explain how technology can elevate both practice management and client service.

Key takeaways include:

How AI is giving small-town advisors the capabilities of big firms
Why large broker-dealers restrict innovation to protect the “lowest common denominator”
Practical examples of AI streamlining tax planning and client onboarding
How independence creates wider highways for adopting tech that benefits advisors and clients
Why even basic tools like online scheduling can dramatically improve efficiency
And more

Resources:

Broken Dealer: Navigating the Path to Financial Advisor Independence by Carmine Corino and Daren Blonski

Connect with Daren Blonski:

Connect with Carmine Corino:

Previous Next

In part 3 of our series on scaling financial advisory businesses, Daren Blonski and Carmine Corino tackle the challenging reality of client selection and value creation in financial advisory. They share how learning to say no transformed their practices from volume-driven to value-driven businesses. Carmine breaks down the math of client profitability, revealing why many advisors unknowingly lose money on relationships subsidized by larger clients.

PODCAST

Vision as the Simplifier: How to Align Your Team and Scale with Purpose (Ep. 20 | Pt. 2)

Feb 20, 2026

PODCAST

Vision as the Simplifier: How to Align Your Team and Scale with Purpose (Ep. 20 | Pt. 2)

Feb 20, 2026

Carmine Corino

In this episode, Daren Blonski and Carmine Corino continue their scaling series by exploring vision as the critical simplifier for growth. They share practical strategies for keeping teams focused, from weekly GSL (Grow, Serve, Learn) calls to reading books together as an organization. Carmine discusses his powerful ten-three-one business planning framework and how he challenged 50 advisors in Greenville to compress their 10-year vision into a 3-year milestone, forcing elimination and pathway clarity.

PODCAST

Building a 10X Mindset for Scaling Your Advisory Practice (Ep. 19 | Pt. 1)

Feb 13, 2026

PODCAST

Building a 10X Mindset for Scaling Your Advisory Practice (Ep. 19 | Pt. 1)

Feb 13, 2026

Carmine Corino

In this episode, Daren Blonski and Carmine Corino launch their five-part series on scaling financial advisory businesses. They break down the difference between 10X thinking and 2X thinking, sharing practical strategies they’ve used to scale their own billion-dollar practices. From intentionality and decision discipline to eliminating distractions and focusing on what truly matters, they reveal the principles that drive real transformation in advisory businesses.

Breaking Free with AI and Smarter Tech for Advisors (Ep. 14)

Key takeaways include:

Resources:

Connect with Daren Blonski:

Connect with Carmine Corino:

You May Also Like