As anyone who’s spent a fulfilling weekend working on their car or home can tell you, there’s a lot of reason to commend the DIY spirit. But when it comes to positioning yourself for your next opportunity as an Advisor, doing it yourself may not be enough.
What if there was a way to move forward faster? That’s precisely what a recruiter can offer — whether you’re thinking about going independent or looking for a firm that will help you take the next step in your career.
As a Financial Advisor, you know the importance of exploring every option, staying on top of trends, and delivering an unparalleled level of service for your clients. They entrust you to help them achieve their biggest goals.
Who is helping you achieve your goals?
Working with the right recruiting firm can make all the difference as you take your next steps. Working with a Consultant can allow you to discreetly and completely explore all of your options, while providing you with more complete access to quality firms — as well as exciting opportunities that you might not be able to find otherwise.
Bottom line? A recruiter’s expertise simplifies your job search, maximizes your negotiated compensation, and smooths your transition, allowing you to focus on your goals and take care of your clients, instead of making your job search into another full-time job.
Understand What the Landscape Looks Like
There’s no denying that 2020 was an unusual year, with ripple effects that will continue to be felt for years to come. Since long before the pandemic, the advisory landscape has been growing more dynamic and complex — and more difficult to navigate alone.
With so many firms to choose from, how do you know which is right for you? Do you have what it takes to go independent — and, if this so, how will you differentiate between independent business models and choose the right platform for your short-term and long-term goals?
As a busy working Advisor, taking time to research and understand the hiring landscape can be time-intensive and draining. It can be hard to know all of the opportunities and choices that are out there, even for the most plugged-in and well-connected Advisors.
In this ever-changing landscape, it helps to have experience you can rely on. We understand the financial services marketplace, and apply that knowledge in each and every step we take. Save time and energy and give yourself a recruiting advantage by letting us do the “due diligence” for you.
Terrana Group is the premier recruiting and consulting company for Advisors and Financial Services firms. Over the course of nearly 30 years, we have helped facilitate thousands of professional placements for Advisors, with client assets transferring exceeding $62 billion dollars. We have completed placements in most every major city throughout the United States, while building deep relationships with the advisory world’s most sophisticated and notable firms — including Wall Street brokerages as well as most Regionals, Boutiques, Banks, Independent Broker Dealers, and RIAs. We have a broad knowledge of the deals that are currently being offered, and will ensure that you are being presented with the offer which will be best for you.
Find the Opportunities That Are Right for You
Have you ever spent time navigating job boards or attempting to research firms and cold call managers? This process can quickly start to become tiresome and impersonal. What if there was another way?
When you work with a recruiting firm, you work with a business that is centered on you and your needs. At Terrana Group, your success is our success.
We view Advisors as tremendous assets, and we take care to match them with the most suitable firms and managers. In doing so, we put the Advisor in a position to exceed their own expectations and thrive in an atmosphere that suits their individual needs and preferences. As you know, Advisors in the financial services industry are diverse; the one commonality throughout is that those who are the most successful are those who are completely happy in their current situation.
Our goal is to create a win-win scenario. We consistently find the right fit, matching the Advisor with the best firm to form the complete placement.
Our process is simple, direct, and effective. We listen to and understand the needs of every Advisor we work with, taking the time to find out who they are beyond their annual productivity. We get to know each Advisor as a person, as well as what their professional experiences have been. We understand their desired career growth and their potential.
Looking for a new firm? Terrana Group is an authority in matching Advisors with firms around the country. Our greatest strength is relationship building, and we work closely with you to find the right culture to strengthen and grow your business — while customizing compensation packages that help create a win-win for both you and the prospective firm.
Interested in going independent? The breakaway broker transition is not always an easy one; the experts at Terrana Group can help you navigate your way through all the Independent Broker Dealer models to uncover the most appropriate solution for you.We can assist you in setting up your own RIA or finding the appropriate business solution to satisfy your long-term objectives, while doing what’s best for your clients.
Receive Expert Services at No Cost to You
One of the most common myths out there is that working with a recruiting service will affect your compensation. Our services are completely free to you. The fees associated with our service, whether on retainer or contingency, are always separate from your compensation structure and are paid by the hiring company.
Because the firms pay for our strategic relationship, you get our expertise at no cost to you.
Terrana Group has agreements under both contingency and retained arrangements. As a nationally recognized business development consulting and recruitment firm for Financial Advisors, Broker Dealers, Registered Investment Advisors, and Custodian Banks, we have successfully completed placements nationally for major financial services firms that are members of the world’s principal exchanges.
Confidentiality, professionalism and respect are protocol to our practices and beliefs; we handle each and every step of the placement process with complete communication, keeping you informed while making the process smoother from beginning to end.
Want to Keep the Conversation Going?
We are proud to always be considered as a great asset by our clients because of our proven expertise, many years of knowledge, and acute attention to detail. Financial Advisor Recruiting Services are not all created equal; we guarantee that the TG experience for clients and candidates is always world class.
We are based in Chicago, with a nationwide reach. Let us know you are interested by contacting us today. To get the conversation started, email info@terranagroup.com or give us a call at 312.655.8380 today.
