The FindBob Blog

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

The Step By Step Guide On Succession Planning and Management for Home Office Leaders

Because it's much more than simply transitioning ownership of practices.

Read the Guide

Reflecting on 2024: A Year of Building Together

Shape Up: The Cheat Code That Transformed Our Year

ContinuityCast Episode 8 - John Novachis

ContinuityCast Episode 7 - Jaclyn Bradley

ContinuityCast Episode 6 - Peter Wouters

ContinuityCast Episode 5 - Dr. Daralee Barbera

ContinuityCast Episode 4 - Bob Labrecque

The Rise of Transition Planning: Protecting and Enhancing the Future of Your Business

ContinuityCast Episode 3 - George Hartman

How will COVID-19 impact the value of insurance businesses?

ContinuityCast Episode 2 - David Gray "The Builder"

ContinuityCast Episode 1 - Kim Siegers-Robinson, CPA

How Do You Want Your Business to Be Remembered Post-Pandemic?

Preparing for the Unexpected

COVID-19 Response

10 Steps to Prepare Yourself for an Offer

8 Continuity Plan Questions You Need to Answer

5 Basic Principles of Valuation

7 Steps to Determine the Price of a Business

Perfect Your Craft and More: Advice from Veteran Advisors (Part 2)

Pro Tips: Lessons for Life in the Insurance Industry (Part 1)

6 Things that Impact You Getting Funding

5 Tips for Finding the Perfect Partner

Staying Ahead of Evolution

Selling a Book of Business - What You Need to Know

Closing the Advisor Intelligence Gap

Mission Driven - Women in Insurance

An Advisor's Guide to Succession Planning

The Benefits of Teaming for the Home Office

Client Expectations

Home Office Support

The Emotion of Valuation

Biggest Struggles for New Advisors

Cracking the Recruitment Puzzle

Innovation is hard

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

Innovation is a Five Letter Word

Finding Balance

Millennial Series #4 – Knocking It Out of the Park

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

Millennial Series #2 – Replacing a City

Emotion and the Business Valuation

Millennial Series #1 – The Business of Millennials

Mentoring Matters

New Frontiers, New Technology

Networking 101: Buying a Cup of Coffee

Robots Can't Do This

Influencers: Valuable Advice on Succession Planning from David A. Gray, The Builder

How to set and track goals with Find Bob

InsureTech leader joins Find Bob advisory board.

Continuity and Succession Planning: What's the Difference?

Influencers: A Moment with Norm Trainor on Goal Setting, The Importance of Coaching and How Advisors Can Achieve Their Desired Success

5 Things Killing Financial Advice

Take it for a spin!  We'd love to show you how we can jump-start your home office succession planning and management dreams.

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