September 30th, 2016
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.
Recent Posts
March 15th, 2020
Dear Friends of FindBob,In recent weeks, the spread of the COVID-19 virus...
Future,
people,
relationship,
reputation,
responsibility,
Retirement,
Succession,
Tips,
valuation,
value,
Choice,
buying a book of business,
buying,
selling your practice,
selling,
selling a book of business
July 29th, 2019
Everything is going along as planned and then BAM, you have an offer to...
money,
Retirement,
Succession,
valuation,
value,
Business Continuity,
Business Continuity Planning,
buying a book of business,
buying,
selling your practice,
Succession Planning & Management,
selling,
selling a book of business
May 28th, 2019
Anecdotal stories on what the business up the road sold for should be...
Future,
Goals,
money,
Retirement,
Succession,
Tips,
Transition Planning,
valuation,
cash,
buying a book of business,
buying,
selling your practice,
Succession Planning & Management,
selling,
selling a book of business
May 15th, 2019
When it comes to our homes, businesses, or anything we’ve worked hard for,...
Goals,
Influencers,
Interviews,
learning,
mentor,
mentoring,
mentors,
people,
relationship,
Tips,
understanding,
veteran,
advice,
work-life,
balance,
career
May 07th, 2019
The Next 6 Lessons
empathy,
Future,
networking,
people,
relationship,
Tips,
understanding,
veteran,
compassion,
connection,
work-life,
stress,
balance,
Practice Management,
career
April 30th, 2019
The first 6 tips from three industry veterans
Future,
General,
Interviews,
learning,
people,
process,
relationship,
responsibility,
Technology,
Uncategorized,
understanding,
stress,
management,
innovation,
insurtech
April 09th, 2019
You’ve no doubt noticed that the digital economy is dramatically changing...
Future,
Retirement,
Succession,
Transition,
Transition Planning,
advice,
Business Continuity,
Choice,
management,
selling your practice,
career,
Succession Planning & Management
March 19th, 2019
It's inevitable that one day you will need to leave your practice behind....
empathy,
growth,
Industry,
jobs,
mentors,
Millennials,
networking,
people,
relationship,
Team,
understanding,
compassion,
connection,
work-life,
delegation,
balance,
management,
career,
Talent Acquisition
March 05th, 2019
Women are often natural service providers when it comes to financial...
Take it for a spin! We'd love to show you how we can jump-start your home office succession planning and management dreams.
