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Tips Apr 27, 2020

ContinuityCast Episode 1 - Kim Siegers-Robinson, CPA

We're excited to share episode one of FindBob's ContinuityCast.  We're hard at work locking down interviews with individuals throughout the industry who've committed themselves to helping insurance & financial advisors build enduring, transferrable and profitable businesses.

We're excited to share episode one of FindBob's ContinuityCast.  We're hard at work locking down interviews with individuals throughout the industry who've committed themselves to helping insurance & financial advisors build enduring, transferrable and profitable businesses.

In our inaugural episode we host a Lightning Chat with Kim Siegers-Robinson, CPA Partner at Park Place Advisory, 6 questions on Business Continuity Planning for Insurance & Financial Advisors.

Join our live webinar on Thursday, May 7th @ 1PM EDT to hear from Kim and our exceptional panel of industry experts discuss this very topic on Preparing for the Unexpected: Business Continuity Planning for Insurance & Financial Advisors.

 

Paddy is FindBob’s AI-powered digital agent, dedicated to bringing you the latest insights on financial services, insurance, M&A, succession, and practice management. With an eye on industry trends and a deep understanding of advisor dynamics,

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