• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
    • Advisor Transition Report 2022 – NEW!
    • Merrill Information Hub
    • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
    • Transition Announcements
  • Tools For Advisors
    • NEW – Diamond Consultants Advisor Transition Report 2022
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

The Diamond Top 21 Perspectives of 2016

Home Industry Knowledge by Mindy DiamondThe Diamond Top 21 Perspectives of 2016
The Diamond Top 21 Perspectives of 2016

The Diamond Top 21 Perspectives of 2016

Posted by Mindy Diamond

We welcome 2017 with optimism – albeit cautiously – and look forward to the opportunities that change will undoubtedly bring. They say that you need to look back in order to move forward, so with that we present our top 21 articles of 2016, including our new year’s forecast. Each had the highest amount of views and shares from our subscribers—and will provide a good deal of useful information to see your way into the new year.

We haven’t included DoL update-specific pieces because even though their views were some of the highest we’ve seen, quite frankly, I think we’ve all heard enough until the next shoe drops. Feel free to view those right on our website.

Start the year off right by focusing on what’s most important: your future…your goals…your best business life.

 

Considering a Move

Surprise: You’ve Been Terminated!

To Disclose or Not to Disclose, That is the Question

10 Key Points Every Advisor Needs to Address When Considering a Move

Follow Me: 5 Steps to Retaining Your Clients During a Move

The First Date: 5 Questions Every Advisor Should be Asking…And it’s Not About the Money

What’s the Protocol for Change for Non-Protocol Advisors?

 

M&A

From the Eye of the Beholder: How Attractive is Your Firm to a Seller?

What to Do When Independence Becomes Unprofitable

 

Independence

Independence for the “Not That Entrepreneurial” Advisor

IBD vs. RIA: Which way should an advisor go?

The Rise of the RIA

How much more independent can an advisor be?

Independence Enhanced: How to find support, resources and community in the independent space

The Enduring Appeal of the Independent Broker Dealer

“Am I too old to go independent?”

Independent Partnerships: Why having the right partner in the new regulatory world is the key to sustainability and success

 

Your Future

Readying for 2017: 6 Predictions Following a Year of Volatility

Rethinking Succession: The Steps You Need to Take to Get Ready for the Future

The 9 Requirements of a Modern Broker Dealer Relationship

What can a recruiter do for me?

When Just Short of Perfect is Actually Better Enough

You may also be interested in...

Share
0

About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

    Subscribe for Updates

    Get updated by email when a new article is added.


    Listen. Here. Now

    Recent News & Articles

    • Financing Independence: A Lender’s Perspective on Breakaway Transitions, M&A and Succession
    • Winners and Losers: The Year that Was in the Wealth Management Recruiting Space
    • Recruiters Reveal Their Secrets On Cultivating A Robust Advisor Pipeline
    • What Really Makes Financial Advisors Happy?
    • The big questions facing SVB advisors and their clients
    Schedule a Complimentary Consultation
    We're available to answer your questions. Contact us

    Connect with us

    Search

    © 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

    • Leading Financial Advisor Recruiting Firm:
    • About
    • Services
    • FAQs
    • Articles
    • Podcast
    • News/Media
    • Tools/Resources
    • Contact
    • Our Locations
    • Privacy Policy
    • Site Map