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?
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?”
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
