Breaking the Capacity Ceiling
Mar 12, 2026
Amanda Tarno
As Anthony DePersio's practice surpassed 100 client households, demand for advice remained strong but time-intensive service work began to limit growth. This case study highlights how operational infrastructure (not more hours) became the catalyst for sustainable scale.
Financial Advisors: What to Do After Deciding to Leave Your Broker-Dealer
Feb 25, 2026
Carmine Corino
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.
Breaking Free: How I Chose the Independent RIA Path
Feb 2, 2026
REPLAY: Carmine turns the spotlight inward to share his personal story – a journey from the traditional financial advising world to building his own independent Registered Investment Advisory (RIA) firm. This candid conversation will explore what it took to leave a captive environment with product requirements and create a practice that truly puts clients first.
Scaling That Actually Works: How Financial Advisors Reclaim Time, Capacity, and Control
Jan 27, 2026
In this candid conversation, Carmine Corino and Jennifer Goldman explore a truth they’ve seen play out across hundreds of advisory practices: the fastest way to scale isn’t by adding more—it’s by removing the complexity that no longer serves the advisor or the client.
The Breakaway Blueprint for Advisors: 3 Steps to Go Independent Without Regret
Nov 11, 2025
In this webinar, Carmine Corino, Founder and CEO of Cornerstone Planning Group, sits down with Leila Shaver, securities attorney and Founder of My RIA Lawyer, to walk through the first three critical steps every financial advisor should take before going independent.
Breaking Free: Carmine Corino & Corey Kupfer on the Advisor’s Path to Independence
Oct 14, 2025
Carmine Corino, Founder & CEO of Cornerstone Planning Group and host of the Broken Dealer Podcast, sat down with Corey Kupfer, attorney, strategist, and host of the DealQuest Podcast, for a candid conversation about how advisors can navigate the move to independence with clarity and confidence.
Two Paths to Independence: Lessons from the Transition Journey
Aug 25, 2025
REPLAY: Join Carmine Corino in a candid conversation with Gina Stormont, who made the leap to Cornerstone Planning Group earlier this year. In this exclusive webinar, Carmine and Gina will contrast their experiences leaving a captive firm – Carmine’s transition came with turbulence, while Gina’s was surprisingly smooth and empowering.
Unlocking Success: Insights Into The Best Habits of Top Firms
Mar 6, 2025
REPLAY: A deep dive, with Founder and CEO, Carmine Corino and Founder of Social Advisors Charlie Van Derven, into the success habits of top-performing firms, shedding light on actionable insights that will impact your business.
Unlocking Your Potential: The Independent RIA Advantage
Jan 30, 2025
REPLAY: Carmine Corino, Founder and CEO of Cornerstone Planning Group, will be joined by Joe Lukacs, who brings a wealth of expertise and practical wisdom from his 25 years of coaching financial advisors.
Alpha Advisor: Your 2025 Business Plan Blueprint
Dec 11, 2024
REPLAY: Join Carmine Corino, ChFC®, AIF®, CFP®, Founder & CEO of Cornerstone Planning Group, for an interactive professional development session designed to help financial advisors jumpstart their 2025 planning. This exclusive 1-hour session is perfect for advisors committed to achieving new heights of success in the coming year.
Charting the Course: Insights Into The Advisors Journey
Jun 4, 2024
REPLAY: A conversation with CEO Carmine Corino and Strata Capital Partners David C. D'albero II and Carmine Coppola on advisor transitions, the independent environment, integrating technology, and business evolution.
Navigating the Independent RIA Landscape – Exploring the Advisor Journey
Apr 25, 2024
REPLAY: A conversation with Taylor Hodges, CEO of Southern Capital on decision-making, the Independent RIA Space, transition, and leveraging coaching and consulting.
