TERRANA GROUP

The wealth management industry doesn’t just have a talent gap — it has a leadership development gap. As firms grow, too many high performing advisors are promoted into management without the training, coaching, or structure needed to lead people well. The result is predictable: misalignment, burnout, and avoidable turnover.

At TERRANA GROUP, we see this as a strategic opportunity. Firms don’t need more “natural leaders.” They need intentional leadership pipelines — systems that help new managers communicate clearly, navigate conflict, coach effectively, and build teams that stay.

That’s where we contribute: We help RIAs and broker dealers design structured leadership development, support peer to leader transitions, and strengthen the managerial bench that drives long term culture and retention.

Because when leaders grow, firms grow.

No more bad bosses: How training programs can address the leadership gap Equipping advisors with both soft and hard leadership skills can not only give them a morale boost, but also encourage them to stick around.

Clients don’t just need answers during market volatility – they need reassurance and a clear path forward 📊

That’s where trust is built: through honest guidance, strong communication, and steady, transparent guidance.

At TERRANA GROUP, we partner with industry leaders who recognize that the future of wealth management is built on trust, communication, and emotional insight.

🔗 Learn more: terranagroup.com/building-trust-during-market-volatility

In a fast moving wealth management landscape, strong custodial partners make all the difference. Fidelity continues to demonstrate why they’re a trusted force in our industry — combining scale, innovation, and a deep commitment to advisor success.

At TERRANA GROUP, we’re proud to work alongside organizations that elevate the advisor experience and help firms grow with clarity and confidence.

Here’s to continued partnership and shared impact.

Private business, even more confidential fees: The cost of Fidelity custody Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.

Women investors are sending a clear message: they want advisors who listen, not assume. Nationwide’s latest study shows that one third of women have felt condescended to by their advisor, despite 91% of advisors believing they serve women well.

At TERRANA GROUP, we help firms close this perception gap by strengthening:
• Client centered communication
• Active listening habits
• Inclusive client experiences

Women aren’t a niche. They’re a driving force in wealth creation — and they deserve advisory relationships built on respect and clarity.

Firms that get this right will lead the next decade of growth.

34% of women investors say their advisor is condescending: Nationwide Advisors overwhelmingly think they are adept at serving women investors, but fewer than 4 in 10 say they actually understand women's financial and retirement goals.

LPL’s latest move with the PGA of America is such a powerful example of what happens when a firm leans confidently into its identity and its advisors.
As a long time partner, we love seeing LPL continue to elevate the profession with bold, mainstream visibility — all while keeping advisors at the center of the story.

At TERRANA GROUP, we’re proud to support a firm that keeps raising the bar for the entire independent wealth management space. Congratulations to the whole LPL team on this milestone moment.

LPL takes big swing at mainstream with PGA marketing deal LPL recently has softened its antipathy to mainstream marketing.

The latest data shows a clear shift: broker turnover is rising again as consolidation reshapes the wealth management landscape. When firms merge, restructure, or change direction, advisors often find themselves navigating new cultures, new expectations, and new uncertainties.

At TERRANA GROUP, we see this moment not as disruption — but as an inflection point for advisors seeking clarity and alignment.

Advisors today want more than a big brand name. They want:
• Strategic messaging that articulates their value with precision
• A culture that prioritizes autonomy and human connection
• Support that strengthens client relationships instead of complicating them
• A partner who helps them communicate confidently through transition

This is where TERRANA GROUP contributes most meaningfully. We help advisors and firms translate complexity into clarity, ensuring that during times of consolidation, their story remains strong, consistent, and client centered.

In a consolidating industry, clarity is a competitive advantage — and we’re here to help advisors claim it.

Broker Turnover Jumps as Industry Consolidation Continues Broker Turnover Jumps as Industry Consolidation Continues

Diversity strengthens communities, workplaces, and the future we’re building together.

This month and every month, TERRANA GROUP supports equal rights for all - happy Pride! 🌈

Michael Terrana’s latest article makes it clear: the real story is the value behind it.
When Ameriprise raised its recruiter bounty to 16% of trailing 12 month production, many focused on the number.

Advisor transitions today are more complex, more confidential, and more consequential than ever. With evolving platforms, multi layered compensation structures, legal constraints, and the emotional weight of moving an entire practice, the stakes have never been higher.

That’s why top firms invest in elite advisor transition consultants — not for volume, but for judgment, discretion, and the ability to protect long term enterprise value.

Michael highlights what sophisticated firms already know:
• Premium recruiting fees reflect premium outcomes, not inflated costs.
• Enterprise value creation dwarfs the one time placement fee when a high quality Advisor stays for 10–15 years.
• Confidentiality is non negotiable — and mishandled information can become a liability.
• AI can support the process, but it cannot replace human expertise, pattern recognition, or the advisor first mindset.

At TERRANA GROUP, we’ve spent 33+ years helping advisors navigate one of the most important decisions of their careers — with the same fiduciary mindset they bring to their own clients.

If you’re evaluating your next chapter, or building a recruiting strategy that wins the war for talent, this article is essential reading.

Advisor first isn’t a tagline. It’s a business model.

Why Top Wealth Management Recruiting Firms Earn Higher Fees, And Why the Best Firms Pay Them When AdvisorHub reported that Ameriprise had raised its recruiter bounty to 16% of trailing 12-month production – the highest in the industry, well ahead of the typical 6% to 12% range – the reaction was predictable. "Recruiters cashing in." "Fees run amok." But that narrative misses the bigger ...

As industry conferences evolve toward smaller, more intentional formats, one thing is becoming clear: advisors are prioritizing real conversations over crowded ballrooms. The future belongs to events that create peer to peer learning, practical idea exchange, and space for meaningful connection.

At TERRANA GROUP, we see this shift as an opportunity. Our work with advisors and firms is built on the same principles driving this new conference model: clarity, relevance, and human connection. Whether we’re helping advisors articulate their value, refine their client experience, or navigate growth, our approach mirrors what the industry is asking for—depth over noise.

Smaller rooms often spark the biggest breakthroughs. And we’re here to help advisors make the most of them.

Industry Conferences May Be Getting Smaller. That’s the Point Organizers are focusing on peer-to-peer connections and practical education amid a sea of industry events competing for advisors’ attention.

In a year where M&A continues to reshape wealth management, Steward Partners stands out for all the right reasons. Their advisor first philosophy, their commitment to “sell and stay,” and their ability to grow while preserving culture make them one of the most thoughtful leaders in the industry.

What we admire most is how Steward continues to elevate the advisor experience — not by forcing uniformity, but by empowering teams to keep their identity, serve clients their way, and build long term enterprise value.

It’s always inspiring to see a partner who grows with intention, clarity, and heart. Congratulations to the entire Steward Partners team on the momentum you’re building this year.

'All of wealth management is going on sale': Steward Partners CEO on M&A boom Jim Gold of Steward Partners thinks impending advisor retirements will continue driving smaller RIAs into M&A deals with big acquirers — even as AI turns many investors into "do-it-yourselfers."