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.

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...

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...