TERRANA GROUP LLC

Business owners don’t retire like everyone else. Unlike traditional employees with diversified 401(k) accounts, entrepreneurs often have their wealth concentrated in one place—their business. That creates both opportunity and risk. Retirement planning for business owners isn’t just about saving; it’s about unlocking, diversifying, and protecting the value they’ve built. At TERRANA GROUP, we understand that business owners need more than cookie-cutter strategies. Our team helps advisors: • 🔑 Navigate succession planning and business valuation • 📊 Reframe concentrated wealth into diversified retirement portfolios • ⚖️ Balance tax efficiency with liquidity needs • 🤝 Guide owners through the emotional transition from “builder” to “retiree” By equipping advisors with the right frameworks, we ensure entrepreneurs can step confidently into retirement—without leaving their legacy or financial security to chance. 👉 If you’re an advisor working with business owners, let’s connect. TERRANA GROUP is here to help you transform entrepreneurial success into lasting retirement security. #AdvisorRecruiting #TerranaGroup #TG #TransitionConsulting #RetirementPlanning #BusinessOwners #FinancialAdvisors #SuccessionPlanning https://lnkd.in/ghmBzKAq

Thankful for curiosity, creativity, and the courage to keep trying. Happy Thanksgiving from TERRANA GROUP! #Thanksgiving #holiday #family #together #courage #change #growth #balance #lookingforward #TERRANAGROUP

How Advisors Can Dress to Gain Confidence and Clients. 👉 Confidence isn’t just spoken—it’s worn. In today’s competitive wealth management arena, advisors are realizing that personal style is more than appearance—it’s strategy. As executive stylist Alison Bruhn notes, “Personal styling is a differentiator … It lets you stand apart and look the part.” At TERRANA GROUP, we see this truth play out every day. Advisors who intentionally align their wardrobe with their professional message build trust faster, stand out in client meetings, and project the confidence that wins business. That’s why we go beyond recruitment. We coach advisors on how to present themselves—online, in the boardroom, and at client events—so their expertise is matched by a commanding presence. Your wardrobe is part of your brand. When advisors “look the part,” they don’t just gain confidence—they gain clients. #AdvisorRecruiting #TerranaGroup #TG #TransitionConsulting #FinancialAdvisors #WealthManagement #AdvisorBranding #ProfessionalPresence #ClientTrust #AdvisorGrowth #BusinessStyle #ConfidenceInStyle https://lnkd.in/g5KUK8Ne

Big congratulations to our friends at Sanctuary Wealth on welcoming Bradley Martin and Margaret Wright to launch MartinWright Advisory, bringing an incredible $4.8B in client assets under the Sanctuary umbrella. This milestone is not only a testament to Sanctuary’s vision for advisor independence, but also to the strength of the partnerships that make such victories possible. At TERRANA GROUP, we’re proud to stand alongside Sanctuary as a trusted partner in the journey of connecting exceptional advisors with platforms that empower their clients and teams. Together, we’re helping shape the future of wealth management—one relationship at a time. Here’s to continued collaboration, innovation, and shared success! 🚀 #AdvisorRecruiting #TerranaGroup #TG #TransitionConsulting #AdvisorIndependence #WealthManagement #Partnership #SanctuaryWealth https://lnkd.in/ghjqbRMs

🚀 Like, Share, Subscribe — but make it meaningful. At TERRANA GROUP, we believe social media isn’t just about clicks or followers. For RIAs, it’s about authentic connection — showing the human side of advisory work while building trust with clients and prospects. As this article highlights, advisors who blend professional insights with personal storytelling often see stronger engagement than those who post only market updates. That’s where we come in: ✨ How TERRANA GROUP contributes: • Strategic Messaging: We help RIAs craft posts that balance compliance with creativity, ensuring every message builds credibility. • Platform-Specific Guidance: From LinkedIn thought leadership to Instagram culture-building, we tailor strategies to each channel. • Authenticity Coaching: Advisors learn to share stories — about milestones, community involvement, or firm culture — that resonate deeply. • Consistency Frameworks: We design posting calendars that keep RIAs visible without overwhelming their bandwidth. Social media is no longer optional for RIAs. It’s a stage for trust, transparency, and growth. TERRANA GROUP is here to help advisors step confidently into that spotlight. 👉 What’s your biggest challenge with social media as an advisor? Let’s start the conversation. #AdvisorRecruiting #TerranaGroup #TG #TransitionConsulting #RIA #FinancialPlanning #SocialMediaStrategy #TerranaGroup #AdvisorGrowth https://lnkd.in/giyrMa4n

Congratulations to our partners at RBC Wealth Management on their exciting expansion into Louisiana with the addition of the Heller Stieffel & Noto Wealth Management team in New Orleans! This milestone reflects RBC’s continued commitment to building strong communities and supporting advisors with the resources they need to thrive. At TERRANA GROUP, we’re proud to stand alongside RBC as they grow across the U.S. Our mission has always been to connect exceptional advisors with firms that value trust, vision, and long-term success. With decades of experience in advisor recruiting and practice management, we specialize in helping teams find the right cultural and strategic fit—so they can focus on what matters most: serving clients with excellence. Here’s to RBC’s continued momentum and to the advisors who are shaping the future of wealth management. We’re honored to play a role in these journeys and look forward to celebrating many more milestones together. #AdvisorRecruiting #TerranaGroup #TG #TransitionConsulting #WealthManagement #AdvisorGrowth #Partnership #RBC https://lnkd.in/g8GkQ4Wq

🚨 AI in Wealth Management: Opportunity Meets Risk 🚨 Financial advisors are facing a “burgeoning landmine” of lawsuits and malpractice claims tied to AI use. While AI tools promise efficiency and insight, they also raise serious questions about fiduciary duty, compliance, and client trust. At TERRANA GROUP, we believe the future of advising depends on balancing innovation with responsibility. Here’s how we contribute to this critical conversation: • Advisor Education: We help firms train advisors to use AI as a support tool, not a substitute for professional judgment. • Compliance Frameworks: We guide organizations in building clear policies around disclosure, documentation, and oversight of AI-generated outputs. • Talent Strategy: We connect firms with professionals who understand both the promise of AI and the importance of safeguarding client trust. • Thought Leadership: We foster industry dialogue on how to integrate AI responsibly, ensuring advisors remain the trusted human experts clients rely on. 💡 AI can enhance practice management, but it must be paired with transparency, compliance, and human wisdom. TERRANA GROUP is committed to helping advisors navigate this evolving landscape—avoiding pitfalls while embracing progress. 👉 Let’s continue the conversation. #AdvisorRecruiting #TerranaGroup #TG #TransitionConsulting #FinancialAdvisors #AI #Compliance #WealthManagement #PracticeManagement https://lnkd.in/g6w9TWMV

Change is the heartbeat of growth. In the world of wealth management, the willingness to adapt separates great Advisors from mid ones. Innovation creates new opportunities, even when the future feels uncertain. The unknown can feel intimidating, but every new path starts with a single step. Ready to embrace change? Let’s start the conversation today! terranagroup.com #motivation #focus #change #growth #leadership #success #goals #Advisors #RIAs #innovation #TERRANAGROUP

At Terrana Group, we’re proud to see our partner Raymond James continue to welcome outstanding talent — most recently Hugo and Manuel Porro, who bring with them $150M in client assets and a people-first approach rooted in family and community. Raymond James’ commitment to steady leadership and holistic planning reflects the very qualities we value most in our collaborations: trust, vision, and impact. Their growth is a reminder of how strong partnerships create opportunities not only for advisors, but for the families and businesses they serve. 🤝 We’re honored to support firms like Raymond James in building teams that embody excellence and authenticity. Together, we strengthen the advisor community and help shape the future of wealth management. #AdvisorRecruiting #TerranaGroup #TG #TransitionConsulting #Partnership #AdvisorGrowth #RaymondJames #WealthManagement https://lnkd.in/gufEKkVt

➡️💼 Each year, nearly 200,000 service members transition to civilian life. Many bring their leadership, discipline, and mission-driven mindset into management, business, and—more and more—financial planning. At TERRANA GROUP, we believe veterans are uniquely equipped to thrive in this profession. The same qualities that help them lead under pressure and earn trust in uniform translate directly into guiding clients through life’s financial decisions. That’s why we’re committed to: • Connecting veterans with opportunities in financial planning firms nationwide. • Equipping organizations to recognize and harness the strengths veterans bring to client relationships. • Building bridges between military service and financial service, ensuring veterans continue their mission of protecting futures. For veterans, financial planning isn’t just a career—it’s a continuation of service. And for firms, partnering with veterans means gaining advisors who embody integrity, resilience, and dedication. 👉 If you’re a veteran exploring your next chapter—or a firm ready to welcome this talent—TERRANA GROUP is here to help. #AdvisorRecruiting #TerranaGroup #TG #TransitionConsulting #VeteransInFinance #FinancialPlanning #Leadership #MissionDriven https://lnkd.in/gnKZ6Dss