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

Sylvia Gallo

Recent Posts

Influencers, Interviews, Succession, Tips, Transition, Business Continuity

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

March 03rd, 2017

David A. Gray joins us in our newest addition to the Influencers Series...

Succession, Transition, Transition Planning, Business Continuity, Business Continuity Planning

Continuity and Succession Planning: What's the Difference?

21 21st, 2016

Succession planning has been a hot topic in the industry for good...

Goals, Influencers, Interviews, Tips

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

October 20th, 2016

Findbob is excited to present a short Q&A with Norm Trainor, President and...

All posts

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