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.

September 30th, 2016

Take down that shingle, advice is dead.  An aging demographic, ...

Roland Chan

Recent Posts

The Benefits of Teaming for the Home Office

November 14th, 2018

Sometimes there’s an option that just works for everyone involved....

Client Expectations

October 30th, 2018

Sometimes you have to do things because it’s expected. And not doing...

Home Office Support

October 23rd, 2018

An object in motion tends to stay in motion.  Giving that initial nudge...

Innovation is a Five Letter Word

March 23rd, 2018

 

Next month I'm returning back to Des Moines to attend the Global...

Robots Can't Do This

October 30th, 2017

One day back in the spring, I stopped by the office to check on...

How to set and track goals with Find Bob

December 30th, 2016

Despite not being a fan of New Year's resolutions, the start of the...

InsureTech leader joins Find Bob advisory board.

December 05th, 2016

It's our pleasure to announce that Cameron Jacox has joined our...

Financial advice is dead.

September 30th, 2016

Take down that shingle, advice is dead.  An aging demographic, ...

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