Terry L. Garrard

About Terry L. Garrard

Member of the executive leadership team with responsibilities that encompass marketing, practice management, succession planning, product sales, recruiting, training, and due diligence activities of the firm. Varied and extensive experience includes product management, operational systems and technology, broker-dealer marketing strategy, and staff supervision.A trusted resource and problem solver to ONESCO’s 500+ financial advisors, helping them identify new revenue opportunities, adopt succession plans, implement sales techniques, ensure optimal use of technology, and learn new products. Primary recruiting officer, with extensive track record of bringing top producers and multi-producer groups to ONESCO. Skilled in negotiation, building relationships, and managing the transition process.Lead ONESCO’s mergers and acquisitions efforts, consulting with advisors seeking succession opportunitiesutilizing our Retired Representative Program, as well as external practice purchases.Responsible for creating and developing ONESCO’s corporate messaging and branding strategy, such as “Aim for Success” to help advisors create growing, efficient, compliant, and next generation practices, and “Come home to ONESCO” recruiting campaigns.Implemented an ongoing series of podcasts, webinars, and written materials to help advisors adopt a set of best practices to improve sales, marketing, technology skills, and operations.Perform due diligence and provide field support on all products offered by ONESCO, including alternativeinvestments (REITs, BDCs, interval funds, 1031, energy), annuities, mutual funds, retirement products, advisory platforms, and practice management resources.Cultivate strategic alliances with key product and service vendors in support of marketing, training, and value add programs.Recommend and deploy new product and technology initiatives to advance company goals.Organize top producer events, including programming, selecting speakers, and securing sponsor participation.Financial Certifications and Licenses Series 7, 24, 66, 53 Ohio Life and Health Completed Securities Industry Institute, University of Pennsylvania, Wharton School of Business Chartered Financial Consultant, The American College

Experience

1. Second Vice President, National Sales Director, Head of Recruiting

   Onesco

   May 2020 — Present

Education

• Miami University

  Bachelor's degree, Marketing

• Xavier University

  MBA

  2001 — 2003