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Tips Apr 29, 2020

ContinuityCast Episode 2 - David Gray "The Builder"

We're excited to share episode two of FindBob's ContinuityCast.  It's been a ton of fun building up this repository of industry leaders thoughts on helping insurance & financial advisors build enduring, transferrable and profitable businesses.

We're excited to share episode two of FindBob's ContinuityCast.  It's been a ton of fun building up this repository of industry leaders thoughts on helping insurance & financial advisors build enduring, transferrable and profitable businesses.

In our second episode we host a Lightning Chat with "The Builder" David Gray, CLU, CH.F.C Partner at Advisor21, 6 questions on Business Continuity Planning for Insurance & Financial Advisors.

Join our live webinar on Thursday, May 7th @ 1PM EDT to hear from David 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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