protect & grow your most precious asset - your book of business

We cover expert tips from FindBob's financial advisor and enterprise customers, growth how-to's and tips for financial advisors across North America. We hope you find something interesting to read, watch and share.

4 areas of focus to maximize the value of your practice

 

Stu's Story: The significance of continuity planning

 

5-Steps to Buying a Book of Business for First Time Buyers

 
 
If you're relatively new to the industry, there are two ways...

Innovation is a Five Letter Word

 

Next month I'm returning back to Des Moines to attend the Global...

Finding Balance

Advisors get into this industry for a number of reasons.  For many of...

Millennial Series #4 – Knocking It Out of the Park

You’ve got a plan (more than half the battle done!) and a strong...

Millennial Series #3 – Options, Choice, and Being Ready 

Maybe you're swinging the golf club, “underestimating” your last par,...

Millennial Series #2 – Replacing a City

Succession in the workplace is an on-going concern.  A loss of...

Emotion and the Business Valuation

Are you an emotional person or the calmest one in the room when it...

Millennial Series #1 – The Business of Millennials

Millennial.  The ubiquitous term identifying that generation currently...