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 [...]
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, [...]
Veteran advisors can find themselves confronting a dizzying array of options when it comes to breaking away from the restrictive management and structure of the wirehouse and pursuing an independent path. Registered Investment Advisor (RIA) firms have experienced impressive recent growth as savvy investors seek out fiduciary advisors with an obligation to put clients’ interests [...]
For wirehouse advisors contemplating a move away from the wirehouse, the idea of successfully navigating a transition can be intimidating. After all, it’s one thing to understand that a move might best fit your business plan, or might offer you the freedom to run your practice in a way that better suits your business and [...]
For advisors who have decided to forge an independent path and break away from the wirehouse, understanding how to navigate a smooth transition is critical. A strong transition plan can help independent advisors to maximize client retention, ensure compliance with all applicable ethical standards, and guarantee that your new business hits the ground running. But [...]
Financial advisors considering a move away from the wirehouse can easily find themselves overwhelmed — both by the wealth of options available to advisors, and by the difficulty of timing the transition. Knowing when you’re ready to move on from the rigid structure of the wirehouse can be as important as knowing what you want [...]
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. [...]
