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.
Roland Chan
Recent Posts
December 11th, 2024
Shape Up: The Cheat Code That Transformed Our Year
As the end of 2024...
April 19th, 2020
Future,
people,
process,
Succession,
Tips,
Transition,
veteran,
Business Continuity,
Business Continuity Planning,
selling your practice,
purchase agreement,
career,
Succession Planning & Management,
Fiduciary Obligation
June 17th, 2019
Continuity plans can come in a variety of forms. The most comprehensive...
Future,
growth,
Industry,
jobs,
mentor,
mentoring,
mentors,
networking,
people,
process,
Recruitment,
Succession,
Team,
Transition,
Transition Planning,
Business Continuity,
connection,
Practice Management,
career,
Home Office,
Talent Acquisition,
Succession Planning & Management
March 12th, 2019
Industry leaders are becoming more aware of the power of gaining insights...
Future,
General,
growth,
mentoring,
mentors,
networking,
Options,
people,
relationship,
reputation,
Transition,
Building,
work-life,
delegation,
balance,
management,
career,
Home Office,
Succession Planning & Management,
Teaming
November 14th, 2018
Efficiency,
Future,
mentor,
mentoring,
Millennials,
people,
Succession,
Team,
veteran,
delegation,
management,
Practice Management,
career,
Home Office,
Talent Acquisition,
Succession Planning & Management,
Consumer Fairness,
Fiduciary Obligation,
Teaming
October 30th, 2018
October 23rd, 2018
An object in motion tends to stay in motion. Giving that initial nudge can...
March 23rd, 2018
Next month I'm returning back to Des Moines to attend the Global...
October 30th, 2017
One day back in the spring, I stopped by the office to check on operations...