What Really Happens When You Transition?
Jun 3, 2026
Carmine Corino
A candid conversation with an advisor 11 weeks into independence.
Wednesday, June 3rd, 2026 | 12 PM ET
For many advisors, the hardest part of transitioning is not the paperwork, the technology, or the logistics.
It is the uncertainty.
What will clients say? How disruptive will the first few weeks be? What actually happens after the move begins? And how do you know whether the transition is worth it?
On Wednesday, June 3rd at 12 PM ET, join Carmine Corino for a candid conversation with Julianne Hertel, founder of Dream Big Wealth Strategies, as she shares what she expected, what actually happened, what surprised her, and what she wishes more advisors understood before making the move.
You’ll hear:
What the transition process felt like in real time
The fears Julianne had before making the move
How she prepared herself, her business, and her clients
What went more smoothly than expected
What questions advisors should ask before choosing a transition partner
How the right support can make independence feel less isolating
Who should attend?
This webinar is for advisors who are asking questions like:
Am I staying because this is still right for me, or because the unknown feels too big?
What would happen if I left my current firm?
Would my clients follow?
How disruptive would a transition really be?
What support would I need before, during, and after the move?
Is independence possible without losing structure?
Can't attend live? The replay will be provided to all registrants.
