Thinking about becoming a financial advisor? Learn how today.
Thinking about becoming a financial advisor? Learn how today.
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Tailored Independence for Financial Advisors: A Conversation with Tarah Williams, President & COO of Prospera Financial Services

Prospera Financial Services is an award-winning independent boutique independent firm based in Dallas, Texas. Founded in 1982, Prospera embodies the advisor mindset of freedom with a focus on service and innovative offerings. Built by advisors, for advisors, Prospera understands advisor challenges, concerns, and opportunities – and offers a variety of ways to run, grow and [...]

By |2023-12-16T00:06:24+06:30December 16th, 2023|Breakaway Advisors|Comments Off on Tailored Independence for Financial Advisors: A Conversation with Tarah Williams, President & COO of Prospera Financial Services
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Technology and Innovation: The Tools That Make Independence More Attractive Than Ever

In the dynamic environment of financial services and wealth management, the winds of change are blowing stronger than ever.  Financial advisors, traditionally tethered to the vast structures of wirehouses and big institutions, are now finding a new allure in the realm of independence. Unprecedented access to emerging technologies is tipping the scales, making breaking away [...]

By |2023-12-01T03:29:17+06:30November 13th, 2023|Breakaway Advisors|Comments Off on Technology and Innovation: The Tools That Make Independence More Attractive Than Ever
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Retirement Planning: Why Going Independent Might Be Your Best Exit Strategy

Today’s savvy financial Advisors are constantly seeking the edge that will not only define their careers but also shape a secure and fulfilling future for their practice and their families.  For those at the zenith of their profession, considering a transition or exit strategy is a pivotal decision. Breaking away from the traditional wirehouse or [...]

By |2023-12-01T03:29:22+06:30October 18th, 2023|Breakaway Advisors|Comments Off on Retirement Planning: Why Going Independent Might Be Your Best Exit Strategy
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Focused Support: Why Recruiting Services are Essential for Financial Advisors Pursuing Independence

In an ever-evolving landscape of wealth management, staying ahead of the curve is not a luxury, but a necessity.  The industry is experiencing a surge in demand for highly skilled and insightful advisors who can guide clients through the intricacies of their financial journey. With the rise of independent RIAs and turn-key breakaway models, Advisors [...]

By |2023-12-01T03:29:41+06:30August 28th, 2023|Breakaway Advisors|Comments Off on Focused Support: Why Recruiting Services are Essential for Financial Advisors Pursuing Independence
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Celebrating 31 Years of Success at Terrana Group

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 graduating with honors from Chicago’s Northeastern Illinois University, Michael gained valuable experience starting out at a wirehouse, progressing into leadership, and owning [...]

By |2023-12-01T03:29:52+06:30July 31st, 2023|Breakaway Advisors|Comments Off on Celebrating 31 Years of Success at Terrana Group
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Why Terrana Group: How We Help Financial Advisors Tap Into Their Full Potential

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. But why work with TERRANA GROUP? What gives our team a distinct edge when it comes to delivering the [...]

By |2023-12-01T03:30:01+06:30July 7th, 2023|Breakaway Advisors|Comments Off on Why Terrana Group: How We Help Financial Advisors Tap Into Their Full Potential
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Myths & Misconceptions About Financial Advisor Recruiting

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 industry.  However, the realm of financial advisor recruiting is often shrouded in myths and misconceptions that can hinder both potential candidates [...]

By |2023-12-01T03:30:09+06:30June 6th, 2023|Breakaway Advisors|Comments Off on Myths & Misconceptions About Financial Advisor Recruiting
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Navigating a Changing Industry — What’s on the Horizon for Financial Advisors in 2023?

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 growth rate of over 15% — much faster than the average for all other [...]

By |2023-12-01T03:30:19+06:30April 19th, 2023|Breakaway Advisors|Comments Off on Navigating a Changing Industry — What’s on the Horizon for Financial Advisors in 2023?
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5 Things I Wish I’d Known Before Becoming An Independent Financial Advisor

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 with the largest wirehouse, to cultural shifts that have allowed advisors to expand their client base, to supported independence models [...]

By |2023-12-01T03:30:36+06:30February 1st, 2023|Breakaway Advisors|Comments Off on 5 Things I Wish I’d Known Before Becoming An Independent Financial Advisor
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6 New Years’ Resolutions To Make Now To Go Independent In 2023

The new year can be an exciting time for financial advisors. New opportunities are abundant as advisors make moves, and as an advisor, it’s a great time to make some resolutions that will carry you forward in your career. For advisors considering independence in 2023, January is a great time to step back, take stock, [...]

By |2023-12-01T03:30:39+06:30January 9th, 2023|Breakaway Advisors|Comments Off on 6 New Years’ Resolutions To Make Now To Go Independent In 2023
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