Thinking about becoming a financial advisor? Learn how today.
Thinking about becoming a financial advisor? Learn how today.
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Tailored Independence for Financial Advisors: A Conversation with Tarah Williams, President & COO of Prospera Financial Services

Prospera Financial Services is an award-winning independent boutique independent firm based in Dallas, Texas. Founded in 1982, Prospera embodies the advisor mindset of freedom with a focus on service and innovative offerings. Built by advisors, for advisors, Prospera understands advisor challenges, concerns, and opportunities – and offers a variety of ways to run, grow and [...]

By |2023-12-16T00:06:24+06:30December 16th, 2023|Breakaway Advisors|Comments Off on Tailored Independence for Financial Advisors: A Conversation with Tarah Williams, President & COO of Prospera Financial Services
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Financial Advisor Independence Checklist: Essential Steps Before Breaking Away from the Wirehouse

The decision to break away from the traditional wirehouse model is a bold step toward freedom, innovation, and autonomy, as well as increased professional satisfaction.   However, the road to Advisor independence is paved with complexities that demand meticulous planning and execution. While this move offers more flexibility, control, and potential income, it also requires more [...]

By |2023-12-05T01:34:45+06:30December 5th, 2023|Breakaway Advisors|Comments Off on Financial Advisor Independence Checklist: Essential Steps Before Breaking Away from the Wirehouse
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Technology and Innovation: The Tools That Make Independence More Attractive Than Ever

In the dynamic environment of financial services and wealth management, the winds of change are blowing stronger than ever.  Financial advisors, traditionally tethered to the vast structures of wirehouses and big institutions, are now finding a new allure in the realm of independence. Unprecedented access to emerging technologies is tipping the scales, making breaking away [...]

By |2023-12-01T03:29:17+06:30November 13th, 2023|Breakaway Advisors|Comments Off on Technology and Innovation: The Tools That Make Independence More Attractive Than Ever
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Retirement Planning: Why Going Independent Might Be Your Best Exit Strategy

Today’s savvy financial Advisors are constantly seeking the edge that will not only define their careers but also shape a secure and fulfilling future for their practice and their families.  For those at the zenith of their profession, considering a transition or exit strategy is a pivotal decision. Breaking away from the traditional wirehouse or [...]

By |2023-12-01T03:29:22+06:30October 18th, 2023|Breakaway Advisors|Comments Off on Retirement Planning: Why Going Independent Might Be Your Best Exit Strategy
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Advisor Well-Being: How Independence Enhances Job Satisfaction and Professional Fulfillment

Among Advisors and other professionals in the ever-evolving wealth management space, job satisfaction and professional fulfillment are not mere luxuries; they are the cornerstones of a successful and enduring career.  As one of the most tenured financial services recruiting firms in the country, we understand the pivotal role that loving what you do plays in [...]

By |2023-12-01T03:29:30+06:30September 29th, 2023|Breakaway Advisors|Comments Off on Advisor Well-Being: How Independence Enhances Job Satisfaction and Professional Fulfillment
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Exploring How Clients Reap Rewards from a Financial Advisor’s Transition to Independence

The ​wealth management and ​financial advising macrocosm is undergoing significant transformations, including how individuals and organizations handle their investments and seek investment guidance. Advisors who were once tethered to large firms and wirehouses are increasingly embracing the idea of independence, seeking a pathway to serving the growing demand for a more personalized and fiduciary-driven approach.  [...]

By |2023-12-01T03:29:35+06:30September 23rd, 2023|Breakaway Advisors|Comments Off on Exploring How Clients Reap Rewards from a Financial Advisor’s Transition to Independence
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Focused Support: Why Recruiting Services are Essential for Financial Advisors Pursuing Independence

In an ever-evolving landscape of wealth management, staying ahead of the curve is not a luxury, but a necessity.  The industry is experiencing a surge in demand for highly skilled and insightful advisors who can guide clients through the intricacies of their financial journey. With the rise of independent RIAs and turn-key breakaway models, Advisors [...]

By |2023-12-01T03:29:41+06:30August 28th, 2023|Breakaway Advisors|Comments Off on Focused Support: Why Recruiting Services are Essential for Financial Advisors Pursuing Independence
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Beyond Compensation: The Non-Financial Rewards of Transitioning to an RIA or Independent Broker-Dealer Practice

In a rapidly evolving financial advisory landscape, the allure of independence has captivated an increasing number of Advisors.  The attraction is not solely financial, as more professionals are gravitating towards the turn-key breakaway models offered by RIAs and other paths to independence. While a substantially increased net payout and having real equity ownership in your [...]

By |2024-04-26T23:32:31+06:30August 24th, 2023|Breakaway Advisors|Comments Off on Beyond Compensation: The Non-Financial Rewards of Transitioning to an RIA or Independent Broker-Dealer Practice
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Celebrating 31 Years of Success at Terrana Group

A nationally-recognized Financial Advisor recruiting expert, Michael Terrana founded TERRANA GROUP in 1992 and has helped several thousands of the country’s top wealth managers and Advisors expand their horizons and find success.  After graduating with honors from Chicago’s Northeastern Illinois University, Michael gained valuable experience starting out at a wirehouse, progressing into leadership, and owning [...]

By |2023-12-01T03:29:52+06:30July 31st, 2023|Breakaway Advisors|Comments Off on Celebrating 31 Years of Success at Terrana Group
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How 2023’s Unexpected Trends in Advisor Recruiting Can Benefit You

The wealth management sector has experienced several unexpected and sweeping changes over the past year, but our industry remains robust despite these challenges.   The first half of 2023 saw the self-liquidation of crypto-darling Silvergate Capital, and then the sudden collapse of California’s Silicon Valley Bank, the largest such failure since Washington Mutual in 2008. SVB [...]

By |2023-12-01T03:29:56+06:30July 26th, 2023|Breakaway Advisors|Comments Off on How 2023’s Unexpected Trends in Advisor Recruiting Can Benefit You
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