Page 7 of 11. Perspective on advisor transitions, independence, and the business of wealth management.
In a rapidly evolving financial advisory landscape, the allure of independence has captivated an increasing number of advisors. The attraction is not solely financial, as more professionals are gravitating towards the turn-key breakaway…
A nationally-recognized financial advisor recruiting expert, Michael Terrana founded TERRANA GROUP in 1992 and has helped several thousands of the country’s top wealth managers and advisors expand their horizons and find success. After…
The wealth management sector has experienced several unexpected and sweeping changes over the past year, but our industry remains robust despite these challenges. The first half of 2023 saw the self-liquidation of crypto-darling Silvergate…
The wealth management landscape is continually evolving, and staying ahead of the curve is crucial for success. Differentiation is key to navigating a changing industry, and the demand for highly skilled and insightful advisors is soaring…
Becoming an entrepreneur is an exciting and rewarding journey for advisors in the wealth management space who are looking to break away from the traditional employee mold. Transitioning from an employee to an entrepreneur requires a unique…
In the fast-paced world of wealth management, it’s smart for top-notch advisors seeking growth and success to partner with a highly-esteemed recruiting firm that has decades of experience and strong strategic partnerships within the…
As the financial advisory industry continues to evolve, more and more advisors are making the leap to independence as an RIA or independent broker-dealer by choosing a turn-key breakaway model. It is true that breaking away from the…
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…
More than 50 percent of financial advisors are 50+ – and eligible for their AARP membership! Those 50 and over are also likely to have retirement on their mind. We ask our clients all the time: what does life look like in retirement? Maybe…
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…
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 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…
