If you’re an advisor looking to make a move toward independence, you may wonder how working with a recruiter ultimately makes a difference to your bottom line. After all, advisors have more access to options now than they’ve ever had before, and it’s not always obvious what a recruiter can add to the process of going independent. However, working with a recruiter has a number of benefits, both short- and long-term. If you’re wondering how working with Chicagoland’s top financial advisor recruiter firm matters, read on to learn more about how the recruiter you choose can pay dividends in your independent career.
Managing The Unknown Unknowns — Working With A Recruiter Can Help You Answer Questions You Didn’t Even Know To Ask
As a financial advisor, your clients rely on your expertise in the most important area of their lives — where they hold and invest their wealth. Your experience, specialized knowledge, and ability to access specialized information are all valuable aspects that add value and protect your clients’ interests. You know what questions to ask your clients to ensure that you’re finding an ideal fit that helps your clients meet their unique financial goals.
Your financial advisor recruiter brings the same expertise, connections, and value to your most valuable asset — your career and advisory practice. When you partner with an experienced financial advisor recruiter, you gain access to a wealth of opportunities you may not have considered, including customizable custody, practice management, and transition options that can help you protect your practice while finding an ideal cultural, technological, and practice management fit that ensures you have the resources that work best for you as you manage your transition and beyond. Asking the right questions up front can help you to ensure a smooth transition and a long-term fit that is able to grow with you as you expand and build your practice.
From turn-key models that allow you to focus on your clients’ needs, to fully customized technology, client service, custody, compliance, and marketing options that can help you build a business from the ground up, the right recruiter or consultant will have the relationships, knowledge, and experience to make sure you find a placement that works for your unique goals and needs.
At Terrana Group, we view advisors as assets, and our focus is on finding you the right fit for you. Over our three decades of experience, our firm has been involved in over 2200 professional placements for financial advisors, with client assets transferring to the hiring firm exceeding $67 billion dollars. Over that time, we’ve learned what questions to ask to ensure that you’re finding the ideal fit. We help you move away from the lowest-common-denominator management structure of the wirehouse and find transition options that help you establish, grow, and eventually sell your practice in the way that makes the most sense for you, and we’re with you at every step of the process.
The Right Financial Advisor Recruiter Acts As A Trusted Consultant — For The Long Term
Whether you’re looking to build a new RIA or broker-dealer practice or getting ready to hire to expand your firm’s reach and portfolio, a strong relationship with a financial advisor recruiter is an asset that can pay dividends for years to come.
For the experienced professionals at Terrana Group, a successful transition is only the beginning of a long-term relationship that continues to grow with your new practice. When it comes time to hire and grow, our professionals get to know your business and can help you grow sustainably. And when it comes time to sell your practice, we’re there to help, finding you the options that make the most sense for you.
How do we do it? It’s simple: we listen and find out who you are beyond your annual productivity — as a person, as well as what your professional experiences have been and what has worked and not worked for you in your career. We go the extra mile to get a complete picture of your desired career growth and potential.
And when we place advisors, we listen to and work with our client companies in order to determine the needed skill-sets and personalities they need to fill their leadership positions.
Want to Keep the Conversation Going?
Getting ready to sell your RIA practice but not sure where to start? All of us at Terrana Group welcome the opportunity to consult with you to determine the right platform for you going forward — one that satisfies your long term objectives and is also best for your clients! We are based in Chicago but have a nationwide reach — we’re ready to help you, wherever you are!
Over the course of nearly 30 years, we have helped facilitate thousands of professional placements for Advisors, with client assets transferring exceeding $67 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, most Regionals, Boutiques, Banks, Independent Broker Dealers, RIAs and Custodians. 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.
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.
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.
