What Really Happens When You Transition?

A candid conversation with Julianne Hertel, founder of Dream Big Wealth Strategies, 11 weeks into independence

For many advisors, the hardest part of transitioning is not the paperwork, the technology, or the logistics.

It is the uncertainty.

The fear of disrupting client relationships. The concern that something will go wrong. The question of whether leaving a familiar environment is worth the risk.

In this webinar replay, Carmine Corino sits down with Julianne Hertel, founder of Dream Big Wealth Strategies and a recently transitioned advisor, to discuss what the transition process actually looked like from her perspective.

Just 11 weeks into independence at the time of this conversation, Julianne shares an honest, real-time look at what surprised her, what she worried about beforehand, and what she learned on the other side.

This isn't a polished success story told years later. It's the perspective of an advisor who had recently lived through the process and could still remember every fear, every question, and every milestone along the way.

In this replay, you'll hear:

• The concerns Julianne wrestled with before making the move

• How she evaluated whether independence was the right next step

• What the transition process actually felt like in real time

• How clients responded and what surprised her most

• The role preparation, mindset, and support played in the experience

• Why many advisors overestimate the disruption and underestimate the opportunity

• What she wishes she had known before making the decision

If you've ever wondered what life actually looks like on the other side of a transition, this replay offers an unfiltered look from someone who recently made the move.

Watch the replay and hear what really happens when an advisor chooses independence.