You have years of valuable experience and a solid ecosystem of clients and colleagues, so on the surface, you might not immediately see the benefits of working with a highly specialized consulting and recruiting firm dedicated to pairing elite Advisors like you with the right firm that would take your practice to the next level.
If you’re on LinkedIn — and you should be, it’s a powerful tool for connecting and engaging with potential clients — you know the joy of receiving endless impersonal messages from inexperienced recruiters casting huge nets.
Terrana Group’s unique approach makes all the difference. For over 30 years, we’ve been passionate about building strong relationships and helping skilled financial professionals thrive.
Still on the fence? Here are several crucial reasons why you can benefit from a partnership with one of the country’s top industry placement powerhouses – regardless of your experience in the business.
Showcasing Your Unique Skills
It all comes down to promoting your brand value proposition in the right way and standing out from the crowd.
We’re experts in knowing what makes our clients special and creating a personalized strategy for matching Advisors to the right fit. Your skills are extensive and it’s important to highlight what makes you and your practice distinctive.
Making the Best Use of Your Valuable Time
Whether you’re still with a corporate wirehouse or you’ve decided to look for more work-life balance as an Independent or RIA, time is money.
It takes hours upon hours to comb through potential firm offerings in search of a promising fit and the right economics. Your clients are still counting on you to perform your fiduciary duties, so why spend your few spare moments whittling down firms?
Save your energy for more profitable and enjoyable activities while a highly experienced and knowledgeable recruiter cuts through the chaff to find the opportunities that truly suit your skillset and needs.
Insider Information
At Terrana Group, we work with some of the most prestigious brokerages across the globe. We’ve placed several thousands of financial professionals with their client assets transferring to the acquiring firm approaching $100 billion.
There’s been a tectonic shift to sustainable and ESG investing, and now more than ever before, people want to work with Advisors who share their values and philosophies. Don’t make the mistake of aligning with a firm that has a less-than-stellar track record that reflects negatively on your reputation.
Our recruiting team spends countless hours forging relationships with and learning every detail about these financial organizations. We have the inside story on company culture, work-life balance, and commitment to diversity, equity, and inclusion initiatives that you’d be unlikely to discover working solo.
Masterful Negotiation
While you’re an expert when it comes to sourcing the best investment opportunities for your clients, not everyone understands the transition compensation, payout packages, succession, and book buying opportunities being offered. Terrana Group has successfully transitioned and negotiated on behalf of almost 3000 Advisors.
If you’ve been with the same business for years, you may not be aware of the current trends and benchmarks for the compensation of someone at your level of expertise.
Competitive offers are vital for attracting and retaining the very best talent (that’s you) in this tempestuous market.
Form a Lasting Partnership
Even the most well-connected financial professional can benefit from partnering with a specialized and insightful recruiter that’s fully invested in your success. Far beyond “this placement,” this relationship can help you continue to grow your practice by extending your network and connecting you with exciting opportunities throughout your career.
At Terrana Group, our unique approach ensures you can find the perfect now and growth opportunities in the future, whether you love being part of a larger organization or yearn to strike out on your own and launch your own wealth management firm.
If you’re ready to explore what the future holds, let’s continue the conversation — reach out today to learn more!
