Page 8 of 11. Perspective on advisor transitions, independence, and the business of wealth management.
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…
Experienced financial advisors know that the only constant in our business is change. At TERRANA GROUP, our focus is on being your agent of change. We know that a financial advisor’s success is largely — if not exclusively — determined by…
The holidays are here, and the end of 2022 is coming up fast. The end of the year is a fantastic opportunity for financial advisors to take a step back and reflect — on the year that has passed, on goals for the future, and on the…
Veteran advisors can find themselves confronting a dizzying array of options when it comes to breaking away from the restrictive management and structure of the wirehouse and pursuing an independent path. Registered Investment Advisor…
For wirehouse advisors contemplating a move away from the wirehouse, the idea of successfully navigating a transition can be intimidating. After all, it’s one thing to understand that a move might best fit your business plan, or might…
For advisors who have decided to forge an independent path and break away from the wirehouse, understanding how to navigate a smooth transition is critical. A strong transition plan can help independent advisors to maximize client…
Financial advisors considering a move away from the wirehouse can easily find themselves overwhelmed — both by the wealth of options available to advisors, and by the difficulty of timing the transition. Knowing when you’re ready to move…
You have years of valuable experience and a solid ecosystem of clients and colleagues, so on the surface, you might not immediately see the benefits of working with a highly specialized consulting and recruiting firm dedicated to pairing…
Talented advisors have more advantages than ever when it comes to leaving the wirehouse and branching out independently. Going independent is exhilarating and potentially very lucrative, but what’s the smartest way to attract the kind of…
There is a business case to be made for a company to have a greater purpose and go beyond talking about values, by demonstrating them in the decisions they make each day. In fact, a global “Strength of Purpose” study showed that consumers…
Few industries change as quickly as the financial services sector. From constantly evolving regulations and compliance requirements to earth-shaking news about advisor movements, advisors find themselves confronting an industry in which…
According to J.D. Power’s 2022 U.S. Financial Advisor Satisfaction Study, about 15% of wirehouse advisors and 7% of independent advisors are considering making a career move at some point in the next two years. And when it comes to your…
