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.

The Emotion of Valuation

Read time: approx. 5 min.   

Biggest Struggles for New Advisors

Read time: approx. 3 min.                                              ...

Cracking the Recruitment Puzzle

Financial services would seem to offer everything a millennial recruit...

Innovation is hard

Our CEO, Roland Chan, talks with AM Best about why innovation is...

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...