Advisors today must decide whether technology will hold them back or propel them forward. Big firms often utilize AI to reduce costs, while independent advisors can leverage it to enhance efficiency and the client experience.

How can AI empower advisors instead of replacing them? How do you build a tech stack that supports growth rather than restricts it?

In this episode of The Broken Dealer, Carmine Corino and Daren Blonski delve into how AI and automation are transforming the role of advisors. They share real examples of tools that work, discuss why independence offers more autonomy, and explain how technology can elevate both practice management and client service.

Key takeaways include:

• How AI is giving small-town advisors the capabilities of big firms
• Why large broker-dealers restrict innovation to protect the “lowest common denominator”
• Practical examples of AI streamlining tax planning and client onboarding
• How independence creates wider highways for adopting tech that benefits advisors and clients
• Why even basic tools like online scheduling can dramatically improve efficiency
• And more

Resources:

• Broken Dealer: Navigating the Path to Financial Advisor Independence by Carmine Corino and Daren Blonski

Connect with Daren Blonski:

• LinkedIn: Daren Blonski
• Sonoma Wealth Advisors

Connect with Carmine Corino:

• LinkedIn: Carmine Corino
• Cornerstone Planning Group