Two Paths to Independence: Lessons from the Transition Journey

Every advisor’s journey to independence is different – but what if it didn’t have to be difficult?

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.

Together, they’ll explore what made the difference in Gina’s transition, how she prepared her clients, and why the open architecture model at CPG has allowed her to elevate her practice without friction or regret.

What you’ll learn:

• The real frustrations that prompted Gina to question her previous firm – and the final “drip” that triggered change

• How her move was structured for minimal disruption and maximum client trust

• Why Carmine’s rougher road ultimately led him to champion a better model for others

• What Gina would have done differently, knowing what she knows now

• How Cornerstone Planning Group offers a proven process to help advisors transition with clarity and confidence

This isn’t just a story – it’s a roadmap.

Whether you’ve been considering independence or are actively evaluating your next move, this session will give you real-world insight into what’s possible with the right support.