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 very seriously. In our three decades of experience ensuring advisor success, we have learned that there are three key factors that make all the difference in the transition to a new firm. They are as follows:
1. The Platform
As trusted recruiters who have shepherded thousands of successful advisor transitions, we have witnessed firsthand the struggle of advisors looking for a firm that offers the robust platforms and abilities that have become critical to advisor success in the wealth management space. Whether an advisor is seeking out an RIA, broker dealer or hybrid situation, we have leveraged our expertise to place advisors in all facets of the industry for over 30 years. And we don’t stop with the placement — we are always working with our corporate clients to increase their viability, expanding the opportunities for advisors in ways that move the industry forward. We work with corporate clients in all aspects, including the clearing firms they use, the insurance marketing organizations they partner with, and expanding in-house research and marketing, as well as the firm’s tech stack and back office support.
For advisors searching for the best possible fit, working with a recruiter who understands the available platforms can make the difference between a successful placement and an unsuccessful one.
2. The Culture
Many advisors are looking to get away from the culture of their current firm. They may not know exactly what they are looking for, but instead are certain of what they don’t want. We strive to pair advisors with new firms that value the advisor and provide support that increases the practice’s revenue. We personalize our search, seeking out new firms that facilitate practice growth through marketing support, advisor lead strategies for product and initiatives, and a convenient physical location and work from home policy. At Terrana Group, we make sure we choose our partner firms by focusing on the attributes that will help an advisor meet their growth goals while meeting high compliance and ethical standards at every step of the way.
3. The Future
The best advisors are always focused on the business of providing a comfortable future for clients. We at Terrana Group take the same approach when working with our clients — the advisors themselves. We vet our corporate partners extensively in an effort to ensure that we are placing advisors at well capitalized firms with experienced management that are in growth mode. As a result, all of our corporate clients are amongst the highest rated in the industry, have won awards for best places to work and are intentionally focused on five- and ten-year plans that ensure growth for both the firm and its advisors.
Want to Keep the Conversation Going Into 2023?
Our great industry provides essential services to the American investor, and we all understand the idea of being a fiduciary to our clients. But the question we have to ask as financial advisors is a simple one — are you being a fiduciary to your practice? If you want to improve your platform abilities, escape a culture that is not aligned with your goals, and get focused on the future of your firm, Terrana Group is here to get you there.
Change can be scary, but even a fifteen minute conversation can improve your life forever — embrace it and see where your continued success can take you, your family and your clients. The Terrana Group can help you get where you want to be.
Terrana Group’s experienced and knowledgeable professionals 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!
Over the course of nearly 30 years, we have helped facilitate several thousands of professional placements for advisors. 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 major 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 essential 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.
