Thinking about becoming a financial advisor? Learn how today.
Thinking about becoming a financial advisor? Learn how today.

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So far Terrana Group has created 31 blog entries.

Going Independent – Creating A Financial Advisor Business Plan That Sets You Apart

“If you fail to plan, you are planning to fail” — Benjamin Franklin One of the first steps in going independent, whether captive, hybrid or turn-key with an IBD or RIA,  is making sure you’ve got the right plan in place. Creating a business plan is a critical component in getting ready to move to [...]

By |2021-12-31T09:34:48+06:30December 31st, 2021|Breakaway Advisors|Comments Off on Going Independent – Creating A Financial Advisor Business Plan That Sets You Apart

Going Independent: 3 Client Service Solutions Breakaway Advisors Need for 2022

As an independent advisor, you know that your investment skill is only part of the package you bring to the table to provide the best client service. You also serve as your own marketing, billing, and compliance department, a source of important news, and an expert resource. Maintaining excellent client relationships is at least as [...]

By |2021-12-31T09:55:35+06:30December 20th, 2021|Breakaway Advisors|Comments Off on Going Independent: 3 Client Service Solutions Breakaway Advisors Need for 2022

Breakaway Broker Solutions – Ten Steps To Seamlessly Transition Your Business

As the end of the year approaches, many of us use the opportunity to take stock, think about the future, and reassess our goals. For a lot of financial advisors, this means looking toward the horizon and thinking about the next frontiers in our careers. Luckily for advisors who are wondering what comes next, there [...]

By |2021-12-01T10:15:04+06:30December 1st, 2021|Breakaway Advisors|Comments Off on Breakaway Broker Solutions – Ten Steps To Seamlessly Transition Your Business

Three Interview Questions Advisors Should Ask Their Prospective New Wealth Management Employers — And How To Ask Them

There are few moments in life quite so stressful as an interview for a position with a potential new firm. Worrying about making the right impression, conveying your experience, knowledge base, and qualifications, and making the kind of personal connection with your interviewer that leads to an offer, can be tough. It’s no wonder that [...]

By |2021-11-25T10:02:38+06:30November 25th, 2021|Uncategorized|Comments Off on Three Interview Questions Advisors Should Ask Their Prospective New Wealth Management Employers — And How To Ask Them

Non-Competition, Non-Solicitation, And You: What You Need To Know About Your Contracts

Advisors thinking about breaking-away from wirehouse firms and pursuing an independent path have a lot of things to consider — the cost of establishing a new firm, setting up technological and practical workflows that will support existing customers while also pursuing new growth, and creating a business plan that will allow their new venture to [...]

By |2021-11-17T22:41:20+06:30November 17th, 2021|Breakaway Advisors|Comments Off on Non-Competition, Non-Solicitation, And You: What You Need To Know About Your Contracts

Turning Remote Work into Independence — Moving Your Advising Practice Forward In 2022

2021 has been a year of unprecedented changes to the way we live and work. For the first time, many financial advisors were able to work remotely, plugging into family life like never before, and developing new workflows and approaches that worked for them. And many — including many who never previously considered an independent [...]

By |2021-11-10T08:59:23+06:30November 10th, 2021|Breakaway Advisors|Comments Off on Turning Remote Work into Independence — Moving Your Advising Practice Forward In 2022

Navigating A Changing Industry — What’s The Next Great Opportunity For Financial Advisors?

The past two years have brought on a number of changes for financial advisors and their clients. Covid-related shutdowns, more readily available consumer information, and the financial uncertainty associated with Covid’s impacts on the economy, have all combined to usher in a new era of financial advising, in which advisors and their clients are both [...]

By |2021-11-03T03:34:35+06:30November 3rd, 2021|Breakaway Advisors|Comments Off on Navigating A Changing Industry — What’s The Next Great Opportunity For Financial Advisors?

How Covid-19 Has Changed Financial Advisor Recruiting

It goes without saying that the Covid-19 pandemic has changed just about everything the way we live, work, and invest. Advisors have found new ways to serve their clients, have become their own IT and client support departments, and many have discovered new workflows, routines, and practices that serve their clients better.  Covid has also [...]

By |2021-10-27T01:28:58+06:30October 27th, 2021|Breakaway Advisors|Comments Off on How Covid-19 Has Changed Financial Advisor Recruiting

Why 2022 Is The Year Of The Independent Advisor

There is no question that the past two years have upended everything we ever thought about the way we work and live. And despite the disruption caused by Covid-19 and a global economic crisis, Advisors are more in demand than ever. Booming financial markets and significant gains in production have led to higher overall satisfaction [...]

By |2021-10-20T22:06:00+06:30October 20th, 2021|Breakaway Advisors|Comments Off on Why 2022 Is The Year Of The Independent Advisor

Going Independent: 5 Technology Solutions Breakaway Advisors Need for 2022

While no industry has been left untouched by technological revolution, none has been affected more significantly, nor disrupted more thoroughly, than the financial advisory sector. Technology has changed every aspect of financial advising, and advisors who can merge an embrace of technological solutions with old-school expertise and knowledge have a significant advantage in the marketplace. [...]

By |2021-10-13T06:09:06+06:30October 13th, 2021|Breakaway Advisors|Comments Off on Going Independent: 5 Technology Solutions Breakaway Advisors Need for 2022
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