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 and industry knowledge, and they place a great deal of trust in you to secure their financial future. When it’s time to look out for your own future, who are you placing your trust in? If you’re one of the high-performers we were just talking about, the future is what you make it – as long as you make good choices.
Whether you’re looking to build or grow your RIA or broker-dealer practice or looking to move on to a firm with a bigger reach or a better fit, working with a seasoned and proven recruiter is essential. No one else has our superior track record of success in helping advisors like you sort through all the offers and possibilities, open the doors, and make the deals that best serve your unique situation.
Getting Answers
Before you can get the answers you need to make an informed decision about your future, you need to know what questions to ask. You don’t know what you don’t know. That’s one area where the Terrana Group’s extensive experience pays off – for you.
We’ll take the time to get to completely know you, your business, and what you want out of your career. We’ll help you differentiate between joining the world’s most prestigious financial firms, founding a new business with one of many independent business models, and everything in between. That puts you in the driver’s seat, with us as your friendly GPS pointing out the various routes available to you. Which ones are the most direct, which have speed bumps, and which ones take a more scenic route.
Your time is money, and Terrana Group saves you an incredible amount of both by having already done the research thousands of times over and specifically guiding you, presenting you with a robust menu of options, plus all the context from the surrounding industry landscape, so there are no surprises, just information you can rely on as you choose your next steps.
Making Connections
As a successful financial advisor, you already know the power of relationships. In fact, you probably understand relationship-building better or as deeply as you do financial markets. In that respect, we’re just like you. Our firm is relationship-based, putting our clients’ needs front and center. That’s how we’ve been so successful for more than three decades.
If your next move is to another firm that provides more opportunity and a practice that aligns with the way you like to work, you definitely want a partner like Terrana Group. We are the authority on pairing talented advisors with firms that offer the perfect fit in business model and culture.
And it doesn’t stop there. We’ll be here for you throughout your career – whether it’s time to make another change or looking for book buying opportunities, and or expand your team. And when retirement is calling and it’s time to sunset your book of business, it’s guaranteed that the longest-tenured financial recruiter in the industry will be available to assist you in getting the greatest multiples for the sale of your business.
Taking the Leap
Congratulations! You’ve decided to make a change, but there are still decisions to be made, negotiations that need some finessing, and prior firm contracts as well as new firm contracts that need to be considered.. How can you be sure you’re getting the best deal out of your new firm? How can you set your new RIA up for success right from the start while transitioning out of a wirehouse?
We have over thirty years of experience under our belt, and we’ve helped countless financial advisors like you navigate just about every scenario imaginable. We have all the resources you will ever need at our fingertips. With a deeply rooted network throughout the finance sector, we have successfully completed over 3000 Advisor placements across the US for hundreds of financial services firms and broker dealers that are members of the world’s principal exchanges.
Going independent? We offer customizable custody, practice management, and transition options that can help you protect your new practice. Or choose a turn-key model that lets you focus on your clients’ needs or fully customize your technology, client service, custody, compliance, and marketing options. We have it all because we have done it all.
You want the best for your clients, and we want the best for you. Trust your future to the longest-tenured financial recruiter in the industry to ensure a smooth transition and a long-term fit. Terrana has proven staying power, and we will be available to you in the years to come as you expand your practice, build out your client base, and start your next big thing.
Want to Keep the Conversation Going?
Looking for a financial advisor recruiting service with proven expertise, many years of knowledge, and acute attention to detail? 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!
Over the course of more than 30 years, we have consulted on and closed thousands of professional placements for Advisors, nationwide, in almost every major city throughout the United States, with client assets transferring exceeding $67 billion dollars. We have built deep relationships with the advisory world’s most sophisticated and notable firms — including Wall Street Brokerages, Regionals, Boutiques, Banks, Independent Broker Dealers, RIAs, and Custodians. Our broad knowledge of those firms and the deals that are currently being offered will ensure that you are being presented with the right firm choice, platform, and the offer which is 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.
