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

Roland Chan

Recent Posts

dialogue, Transition Planning, understanding, valuation, Budget, innovation

This Title Is About How You can Plan For Succession Using The Best Platform Ever

September 12th, 2018

6 min read   

Efficiency, growth, Options, Transition Planning, mergers & acquisitions, delegation, innovation, selling your practice

This Title Is About How You can Plan For Succession Ever

September 12th, 2018

6 min read   

innovation

This Title Is About How You can Plan For Succession Ever

September 12th, 2018

6 min read   

empathy, learning, money, Retirement, advice, Advocis, Budget, Building, Business Continuity Planning, innovation

This Title Is About How You can Plan For Succession Ever

September 12th, 2018

6 min read   

Industry, Options, Transition, Advocis, Boomer, compassion, mergers & acquisitions, innovation, selling your practice

This Title Is About How You can Plan For Succession Ever

September 12th, 2018

6 min read   

mentoring, process, transfer, buying a book of business, innovation, Global Insurance Symposium

This Title Is About How You can Plan For Succession Ever

September 12th, 2018

6 min read   

All posts

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