Bridging the Gap: Tackling the Financial Advisor Shortage
Explore the urgent issue of the financial advisor shortage as we...
Succession Planning: A Global Challenge for Financial Advisors
Succession planning is a global challenge for financial advisors,...
Market Insights: 2025 Advisor M&A Review
Explore key insights from Succession Resource Group's 2025 Advisor...
Preparing for the M&A Wave: What Leaders Need to Know for 2025
Get ready for a surge in M&A activity in the RIA sector as optimism...
Navigating the Wealth Management Crisis: Addressing the Looming Advisor Shortage by 2034
Explore the challenges and strategies addressing the looming advisor...
Navigating the Future: Key Trends in RIA M&A for 2025
Explore the evolving landscape of RIA mergers and acquisitions as we...
Building a Leadership Factory: A Blueprint for Small Enterprises
Learn how small enterprises can build a leadership factory to ensure...
Succession Planning: A Critical Opportunity for Independent Broker-Dealers
Effective succession planning is crucial for independent...
Preparing for the Unexpected: The Critical Role of Business Continuity Planning
Learn the critical role of business continuity planning to protect...
Building Trust and Personalization in AI: Why Agents Alone Fall Short
Exploring the limitations of AI agents and the importance of ethics,...
Cerulli Report Highlights Advisor Headcount Stagnation and Succession Planning Challenges
Advisor headcount is stagnating, and succession planning is critical...
Our Spotlight in the Global Insurance Accelerator Alumni Series
FindBob celebrates recognition in the GIA Alumni Spotlight,...
Unlocking Advisor Retention in 2025: Why It’s the Key to Thriving in Financial Services
Retain top financial advisors with strategic insights. Discover...
Reflecting on 2024: A Year of Building Together
Join us as we reflect on 2024’s innovations and collaborations at...
Shape Up: The Cheat Code That Transformed Our Year
Embrace Shape Up for transformative results. Discover how intentional...
ContinuityCast Episode 8 - John Novachis
In this Lightning Chat we visit with John Novachis Executive Vice...
ContinuityCast Episode 7 - Jaclyn Bradley
In this Lightning Chat we visit with Jackie Bradley who leads Penn...
ContinuityCast Episode 6 - Peter Wouters
In this Lightning Chat we visit with Peter Wouters Director, Tax...
ContinuityCast Episode 5 - Dr. Daralee Barbera
A Woman of the Year recipient, an honor bestowed upon her by Women in...
ContinuityCast Episode 4 - Bob Labrecque
Episode 4 of FindBob's ContinuityCast is here! Bob Labrecque is...
The Rise of Transition Planning: Protecting and Enhancing the Future of Your Business
In this guest blog, Afsar Shah, B.A., LLB, Business and Regulatory...
ContinuityCast Episode 3 - George Hartman
We're excited to share episode three of FindBob's ContinuityCast....
How will COVID-19 impact the value of insurance businesses?
Valuation has always been a hot topic in the industry. And now more...
ContinuityCast Episode 2 - David Gray "The Builder"
We're excited to share episode two of FindBob's ContinuityCast. It's...
ContinuityCast Episode 1 - Kim Siegers-Robinson, CPA
We're excited to share episode one of FindBob's ContinuityCast. We're...
How Do You Want Your Business to Be Remembered Post-Pandemic?
Yesterday, we had the wonderful opportunity to work with our partners...
10 Steps to Prepare Yourself for an Offer
Selling your business can be overwhelming. An unsolicited offer out...
8 Continuity Plan Questions You Need to Answer
Continuity plans can take many forms but here are the top 8 things to...
5 Basic Principles of Valuation
There are five basic principles to creating an accurate valuation for...
7 Steps to Determine the Price of a Business
Estimating the most accurate value for your business means you take...
Perfect Your Craft and More: Advice from Veteran Advisors (Part 2)
Real life is the most effective teacher. Working in the insurance...
Pro Tips: Lessons for Life in the Insurance Industry (Part 1)
Three veteran agents in life and health, property, and casualty share...
6 Things that Impact You Getting Funding
Funding business growth isn't only expensive but comes with a list of...
5 Tips for Finding the Perfect Partner
Finding the right partner can be difficult but not impossible if you...
Selling a Book of Business - What You Need to Know
Selling an insurance practice comes with emotional, financial, and...
Closing the Advisor Intelligence Gap
Using data gathering and analysis to better make decisions at the...
Mission Driven - Women in Insurance
Creating an inclusive career environment for women also creates a...
An Advisor's Guide to Succession Planning
In this action report created by NAIFA it highlights the steps you...
The Benefits of Teaming for the Home Office
Sometimes there’s an option that just works for everyone involved....
Biggest Struggles for New Advisors
Cold calling is a difficult exercise. Forming relationships with your...
4 areas of focus to maximize the value of your practice
Your practice is more than just your livelihood, it's the foundation...
Stu's Story: The significance of continuity planning
Case study of the impact of not putting a business continuity plan in...
5-Steps to Buying a Book of Business for First Time Buyers
If you're relatively new to the industry, there are two ways to grow...
Innovation is a Five Letter Word
Next month I'm returning back to Des Moines to attend the Global...
Millennial Series #4 – Knocking It Out of the Park
You’ve got a plan (more than half the battle done!) and a strong...
Influencers: Valuable Advice on Succession Planning from David A. Gray, The Builder
Influencers: Valuable Advice on Succession Planning from David A....
Continuity and Succession Planning: What's the Difference?
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
Influencers: A Moment with Norm Trainor on Goal Setting, The...
5 Things Killing Financial Advice
Financial advice is slowly going extinct with the preference by...