Thinking About Going Independent?

It is your business after all. Your success depends on you. You have choices. Do you have what it takes to go independent? As a nationally recognized business development consulting and recruitment firm for Financial Advisors, Broker Dealers, Registered Investment Advisors and Custodian Banks; TERRANA GROUP with over 31 years of experience, knows how to guide you in the right direction and wants to understand your specific business.

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Going Independent

Our business is centered on you and your needs. Also, with more than twenty years of experience, we offer our depth of relationships with many firms. Equally important, 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 a best for you. You get our expertise at no cost to you because the firms pay for our strategic relationship. Give yourself a recruiting advantage and let us do the “due diligence for you.”

Transition compensation is created on an individual basis to fulfill the short and long term needs and expectations of you the Advisor as well as the firm. It is dynamic and depends on timing and perceived value; therefore each proposed package will vary given your needs and your perceived value to the hiring firm at a particular time period. A customized deal offers a mutual benefit (win-win) for both you and your prospective firm to ensure the best fit. We would be happy to discuss negotiated compensation packages given your particular situation.

No. Our services are completely free to you. The fees associated with our service, whether on retainer or contingency, are always separate from your compensation structure and paid by the hiring company.

TERRANA GROUP is a 31+ year old proven recruiting partner with Wall Street brokerages as well as most Regionals, Boutiques, Banks, Independent Broker Dealers, and RIAs. Our extensive experience allows you to discreetly and completely explore all of your options. More importantly, we will provide you with more complete access to quality firms and also several opportunities of which you may not be aware. Our expertise simplifies your job search, maximizes your negotiated compensation and smooths your transition which allows you to focus on your clients instead of making your job search another full-time job.
Seeking A Notable Firm

Looking To Work With A Notable Firm?

There are many firms to choose from, but how do you know which is right for you? As you know, Advisors in the financial services industry are diverse, but the one commonality throughout is that those who are the most successful are those who are completely happy at their current firm. TERRANA GROUP understands the need for the Advisor to find the right culture to strengthen and grow their business.

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“I have worked with Michael Terrana since 2009. Michael and his team have produced tremendous results. Michael is clearly an expert in the financial services industry and that expertise translates into timely results. Above all, Michael is a true gentleman and a professional. Michael has not only contributed to the success of our organization, but he has become a true friend in the process. I highly recommend Michael Terrana and the entire Terrana Group for their professionalism and their ability.”

John Moran, RBC Wealth Management

“Mike is a very competent, professional fellow. He has great drive, focus, and the desire to get the search completed thoroughly. I would recommend him to any company looking to engage a search firm.”

Jack Hillon, President, ComPeople Source, Inc.

“I just started working with the Terrana Group in 2011 and they have been filling my calendar with high quality recruit leads ever since. They are very responsive and professional. I look forward to a long lasting mutually beneficial partnership.”

Mike R., Vice President, Branch Manager, Morgan Stanley Smith Barney

“Michael is very unique. He deeply understands his business and his customers’ business. I have come to know Michael as a man I can trust. I can always count on him to listen to my ideas and give me a fresh perspective like no one else can.”

Jeffrey L. Narcisi, CFO, Orange Crush, LLC

“Michael and the team he has built are great to work with. Everyone is professional, thorough, responsive, and knowledgeable to the constant changes within our industry.”

Christopher K. Lutzel, AIG Financial Advisors

“Michael Terrana and his group of recruiting professionals are a very stable firm; the same folks I first spoke to four years ago are still there today.”

John Donovan, Raymond James Financial Services

“In all the time that I worked with Michael I consistently found him to be genuinely concerned for the well-being of his clients as well as the firms for whom he was recruiting. This integrity combined with his knowledge and business acumen in the financial professional placement field led to a virtual unanimity of satisfaction not only for the clients he placed, but also for the firms in which he placed clients. I would strongly encourage anyone seeking such services to work with Michael.”

Patrick Roberts, Owner, Three Flat Entertainment

“I have known Michael on a personal level for many years and seen his dedication to family and profession. Michael is a leader with passion, enthusiasm, perseverance and is effective in what he does to attain results that are pure and of the highest quality.”

Sam S. Marino, Jr, National Director of Sales, MICE North America

“With over 20 years of experience, Michael has learned the ins and outs of the investment recruiting field. Even though he is a very results-driven CEO, he strives to develop and enhance relationships that benefit a person’s best interest. He is a pleasure to work with and does everything in his power to make his employees, customers and partners feel like a part of his family. I encourage investment professionals to seek out Michael’s services for placement opportunities.”

Bogdan Mathias, Independent Consultant, Mathias Inc.

“Michael’s reputation in his industry is top notch. Michael presents the candidate with options so that the candidate and not the recruiter is driving the process. Michael will get the candidate the right fit and not leave any money ‘on the table.’ I have found that other recruiters are seldom able to do both for their candidates.”

Andrew May, Hinshaw & Culbertson LLP

“Michael and I met back in 1994 when he successfully helped me move my $1MM plus business to a Wall Street Boutique firm. Michael truly is ‘the professional’s professional’. Michael has opened my eyes to opportunities in the industry that I would not have learned on my own. He has strong relationships across the financial industry and completely understands what his clients and candidates are looking for while representing their best interests in front of his own. I view Michael more so as my agent. He is the best in this business!”

Chris Plechy, Senior Vice President | Financial Advisor, Florham Park, NJ

‘In my time at Terrana Group, I greatly valued Michael’s expertise in learning how to develop successful relationships. I very much consider him a mentor when it comes to knowing how to assert yourself in complex relationships with a variety of high profile, national clients. I plan on carrying those skills with me the remainder of my career.’

Chris Kelsch, former TERRANA GROUP Vice President

“Michael Terrana and Mark Eskridge go above and beyond what I would expect from a recruiter. These guys are experts at understanding the people side of this business while keeping their eye on the ball in terms of execution and getting win-win results. It was great working with both of you!”

Dave Balmelli, VP Marketing at Northern Trust Global Investments

“Michael is a recruiter that you want to work with if you want to move your career to the next level. His knowledge and guidance throughout the recruiting process as well as his personal touch deliver great results. In a few words, he got the job done efficiently, timely and attained the win for all. I highly recommend Michael and his team.”

Scott H., Vice President, UBS Wealth Management

“Michael and I worked together in determining the right career path for me. For over a decade, our mutual conclusion was I should stay at my existing firm. When the time was right to leave Michael negotiated a great package with extras other Advisors do not normally receive. Michael’s interest in doing right for me, led to the lowest per hour fee he may ever receive. His integrity in making the process about my happiness and success is why I recommend Michael to all of my friends and colleagues.”

Richard Freedman, First Vice President - Investments, UBS Financial Services Inc.