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.

Rocco Pelosi

Recent Posts

Finding Balance

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

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

 

Read time: approx. 10 min.   

Maybe you're swinging the golf club,...

Millennial Series #2 – Replacing a City

 

Read time: approx. 8 min.   

Succession in the workplace is an...

Millennial Series #1 – The Business of Millennials

 

Read time: approx. 7 min.

Millennial.  The ubiquitous term...