Thinking about becoming a financial advisor? Learn how today.
Thinking about becoming a financial advisor? Learn how today.
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Samantha Sferas, COO of Terrana Group, Earns Certification in Mergers and Acquisitions (M&A)

New credential will enable Sferas to facilitate M&A deals, including sophisticated recruitment programs, among TG’s wealth management advisory clientele. CHICAGO—December 9, 2024—Terrana Group, a transition consulting and recruitment firm for financial advisors in the United States, today announced that Samantha Sferas, Chief Operating Officer (COO), has earned a certification in mergers and acquisitions, (M&A). The [...]

By |2024-12-16T20:23:03+06:30December 9th, 2024|Breakaway Advisors|Comments Off on Samantha Sferas, COO of Terrana Group, Earns Certification in Mergers and Acquisitions (M&A)
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End of Year Checklist: Key Moves Financial Advisors Should Make Before Year-End

2024 has been a wild ride, and next year is sure to offer both opportunities and challenges for forward-thinking wealth management professionals. According to the newly-released InspereX Pulse 2025 Outlook Survey, 67% of Advisors said they expect the S&P 500 to be up 10% or more by year-end 2025, while some 80% expect to see [...]

By |2024-12-05T00:51:43+06:30December 5th, 2024|Breakaway Advisors|Comments Off on End of Year Checklist: Key Moves Financial Advisors Should Make Before Year-End
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Tips and Strategies for Building a Successful Advisory Practice

Making your mark in the wealth management space takes more than financial expertise and a dream. Today’s Advisors face a competitive marketplace and simply providing quality advice isn’t enough to stand out from the crowd. True actualization of your goals requires a unique balance of business savvy, entrepreneurial skills, resource optimization, and long-term strategizing — [...]

By |2024-11-14T00:53:14+06:30November 14th, 2024|Breakaway Advisors|Comments Off on Tips and Strategies for Building a Successful Advisory Practice
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RIA Business Models: How to Decide Which is Best for You

The wealth management ecosystem is in the midst of a massive paradigm shift. Changing demographics, evolving consumer preferences, and rapidly emerging new tech are fundamentally altering the financial landscape. As more Advisors seek greater independence and a more meaningful path to success, Registered Investment Advisor (RIA) business models are reshaping the industry.  Moving from a [...]

By |2024-10-28T22:11:39+06:30October 28th, 2024|Breakaway Advisors|Comments Off on RIA Business Models: How to Decide Which is Best for You
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Advisor Exit Strategies: How to Maximize Your Book of Business

As a forward-thinking wealth management professional, your book of business is one of your most valuable assets.  It’s the foundation of your practice, representing years of hard work, relationship building, and delivering personalized guidance that has helped your clients achieve their financial goals.  Planning an exit strategy is essential to get the most out of [...]

By |2024-10-23T20:56:58+06:30October 23rd, 2024|Breakaway Advisors|Comments Off on Advisor Exit Strategies: How to Maximize Your Book of Business
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Finding Your Niche as a Breakaway Advisor

Breaking away from a traditional wirehouse or large financial institution to start your own Advisory practice is a bold and exciting step.  As an independent Advisor, you gain the freedom to define your unique approach, serve clients in a more personalized manner, and potentially see increased profitability. However, in the competitive financial services landscape, success [...]

By |2024-10-02T00:07:24+06:30October 2nd, 2024|Breakaway Advisors|Comments Off on Finding Your Niche as a Breakaway Advisor
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Embracing the Future of Wealth Management

As the wealth management industry stands at the cusp of a transformative era, Advisors face a dynamic and uncertain environment that requires not just adaptability but also foresight.  Today, the convergence of multiple factors — economic uncertainty, the looming Great Wealth Transfer, and the continued rise of AI-powered investment technologies — is creating a world [...]

By |2024-09-26T01:05:07+06:30September 26th, 2024|Breakaway Advisors|Comments Off on Embracing the Future of Wealth Management
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How Partnering with an Experienced Financial Advisor Recruiting Team Can Help You Get to the Next Level

As a forward-thinking wealth management professional, you're undoubtedly passionate about helping your clients achieve their financial goals.  But even the most dedicated Advisors may find themselves at a crossroads, considering a transition away from the confines of traditional wirehouses or large banking institutions. This shift towards independence can offer newfound freedom, greater flexibility, and potentially [...]

By |2024-09-16T22:38:27+06:30September 16th, 2024|Breakaway Advisors|Comments Off on How Partnering with an Experienced Financial Advisor Recruiting Team Can Help You Get to the Next Level
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Compliance and Regulatory Considerations for Advisors Transitioning to an RIA

With the freedom of moving to an RIA comes the irresistible opportunity to craft stronger client relationships, gain more control over your choices, land potentially higher earnings, and enjoy the ability to create a more flexible work-life balance. However, it can also bring more responsibilities and challenges when it comes to navigating the complex landscape [...]

By |2024-08-21T08:43:40+06:30August 21st, 2024|Breakaway Advisors|Comments Off on Compliance and Regulatory Considerations for Advisors Transitioning to an RIA
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The Transfer Process: Streamlining Client Asset Transfers When Becoming an RIA

If you’re ready to break free from the wirehouse and explore new horizons as an RIA, you may be somewhat anxious about client churn during the move. While some winnowing may be inevitable, the expert consultants at TERRANA GROUP have over 31 years of experience guiding Advisors through a successful metamorphosis to a more rewarding [...]

By |2024-07-24T22:31:54+06:30July 24th, 2024|Breakaway Advisors|Comments Off on The Transfer Process: Streamlining Client Asset Transfers When Becoming an RIA
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