Becoming an entrepreneur is an exciting and rewarding journey for Advisors in the wealth management space who are looking to break away from the traditional employee mold. Transitioning from an employee to an entrepreneur requires a unique set of skills and mindset. Moving from working for someone else to owning and growing your successful financial [...]
In the fast-paced world of wealth management, it’s smart for top-notch Advisors seeking growth and success to partner with a highly-esteemed recruiting firm that has decades of experience and strong strategic partnerships within the industry. However, the realm of financial advisor recruiting is often shrouded in myths and misconceptions that can hinder both potential candidates [...]
As the financial advisory industry continues to evolve, more and more advisors are making the leap to independence as an RIA or independent broker-dealer by choosing a turn-key breakaway model. It is true that breaking away from the wirehouse gives you more control over your business, but not everyone wants to be responsible for managing [...]
As we move into the second quarter of 2023, skilled and insightful Advisors will continue to be even more in demand. Exciting opportunities in this industry are on the rise, according to the US Bureau of Labor Statistics, with a projected growth rate of over 15% — much faster than the average for all other [...]
More than 50 percent of financial advisors are 50+ - and eligible for their AARP membership! Those 50 and over are also likely to have retirement on their mind. We ask our clients all the time: what does life look like in retirement? Maybe you’re finally taking those bucket-list trips. Perhaps you’re cruising or volunteering [...]
At Terrana Group, we are proud to call ourselves the longest-tenured financial advisor recruiter in the industry. After over thirty years of recruiting and consulting, we’ve learned a thing or two about match-making between high-performing financial advisors and the perfect place for them to grow and thrive. Your clients come to you for your expertise [...]
It’s no secret that we are living in uncertain and unpredictable times, and financial advisors are no exception. Markets remain difficult to navigate, investments are more volatile, and advisors face stiff competition from online tools and financial firms of all sizes. However, the current market, for all its challenges, also presents a number of unique [...]
Financial advisors have never had a greater wealth of opportunities when it comes to pursuing an independent career path. From the wider availability of technological platforms that allow even the smallest independent brokerage to compete with the largest wirehouse, to cultural shifts that have allowed advisors to expand their client base, to supported independence models [...]
The new year can be an exciting time for financial advisors. New opportunities are abundant as advisors make moves, and as an advisor, it’s a great time to make some resolutions that will carry you forward in your career. For advisors considering independence in 2023, January is a great time to step back, take stock, [...]
Experienced financial advisors know that the only constant in our business is change. At Terrana Group, our focus is on being your agent of change. We know that a financial advisor’s success is largely — if not exclusively — determined by the partners they choose, and we take our partnership with all of our clients [...]
