The Breakaway Blueprint for Advisors: 3 Steps to Go Independent Without Regret
Nov 11, 2025
Carmine Corino
Thinking about leaving your current firm but not sure where to start? 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. Whether you’re with an insurance company, bank, or wirehouse — this session will help you understand how to protect yourself, your clients, and your practice as you prepare for independence.
You’ll learn:
What to review in your contracts before you make a move
How to decide between starting your own RIA or joining an existing one
How to avoid the biggest mistakes advisors make in their first six months
If you’ve ever wondered how to go independent the right way, this replay gives you the legal, strategic, and practical insight you need to move forward confidently.
About the Speakers:
Carmine Corino, ChFC®, AIF®, CFP® — Founder & CEO, Cornerstone Planning Group
Carmine leads Cornerstone’s mission to help advisors escape restrictive, product-driven firms so they can serve clients freely and build their ideal practices. Leila Shaver, J.D. — Founder, My RIA Lawyer
Leila is one of the most recognized voices in RIA compliance and startup strategy. She’s advised hundreds of RIAs through growth, transition, and regulatory change, bringing a sharp, real-world perspective on what it takes to go independent — without getting buried in red tape. #compliancenerd Book an intro conversation with Cornerstone: bit.ly/4p4Z3oW
Disclaimer:
This content is for informational purposes only and does not constitute legal or compliance advice. Please consult your own attorney or compliance professional before making any decisions about your firm or practice. Participation in this webinar does not create an attorney–client or advisory relationship with Cornerstone Planning Group, My RIA Lawyer, or any of the speakers.
