Steven Berglund Email & Phone Number

Steve brings both an extensive history of leadership and experience with a diverse variety of B/D and RIA platforms to our team. Having worked at UBS, BNY Mellon Pershing, Piper Jaffray, and USBancorp Investments, he is well aware of the positives and the challenges of each delivery channel.At TERRANA GROUP, he’ll use his knowledge to help our advisors select the best approach, guiding them across the multitude of platforms available to affiliate their practices in today's financial services industry. With Steve on our team, our Advisors will take their practice to the next level and beyond.

Denver, Colorado, United States

Provided practice management guidance to major clients. Advised on building key partnerships, identifying new clients, establishing effective teaming, and creating sustainable practices. Facilitated workshops, group presentations, and one-on-one coaching sessions. Coached sales managers and licensed financial professionals. Converted team from inbound call center to full-service financial advisory office.✔ Led advisory team to increase revenue from $18M to $22M after championing business culture shift; revamped offices to drive efficiencies while expanding technology capabilities to fuel profits. ✔ Strengthened team performance by creating and facilitating workshops on client discovery, overcoming objections, value propositions, service matrix, and recruiting strategies.✔ Played a major role in cultivating multiple high net worth relationships, including a $10M account opened by the top-tier financial advisor (following coaching sessions). ✔ Lauded by advisors and sales managers for providing steadfast support with performance improvement and career advancement initiatives. Consistently requested additional coaching and training.✔ Presented at industry events on relevant trends and topics, such as “The Investor of the Future” and “Succession Planning and Recruiting.”

Rocky Mountain And Western Us.

Recruited by C-level leader to steer advisors in embracing the cultural shift from transaction-based firm to wealth advisory practice. Supervised circa 50 financial advisors and support staff. ✔ Developed region and positioned it for success with 43.6% year-over-year growth via recruiting high-quality candidates, retaining top performers, and providing continuous financial advisor development support.✔ Led region to produce at 120% of region goal; earned recognition as #1 region for advisors achieving their 4th-quarter goals in the companywide competition.✔ Fueled annual revenue increase from less than $4M to approximately $10M while growing financial advisor team from 20 to 45 over a 2-year period.

Northwest Region Usa

✔ Coached market area of tenured advisors to increase production 26% year over year; consulted on partnership development and business planning to advance opportunities and optimize client experiences.✔ Led region to rank #1 in advisor revenue growth via facilitating weekly teleconference coaching sessions.

✔ Ranked as top-tier producer (77 out of peer tenured 3,344) in business development.✔ Positioned market area as top profit contributor out of 41 markets; doubled revenues in Washington region (from $6M to $12M) while increasing direct operating income (Denver: 25.8%; Evergreen: 51.6%).✔ Earned recognition as Top 10 recruiter for 4 consecutive years.