Start doubling your average client size.

The power of Advisor Teaming opens the door to greater growth.

Expand beyond regional borders or product categories to find a partner who complements your insurance or financial practice.

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Locate Potential Opportunities

Filter your results based on criteria you specify. Whatever you desire, we'll help you find the right practice to connect with.

Connect With Your Matches

Reach out to potential transition partners through our platform through our safe and secure private messaging.

Produce More

According to organizations like EY, advisor teams produce more due to specializations, increased time with clients and efficiences of scale.

Earn More

According to wealthmanagement.com advisor teams manage 40% more in assets and have 2x the average account size when compared to single advisors.

Rob T.

Investment Funds Advisor
FindBob User

"Find Bob platform has been very useful in helping me grow my business and make connections with individuals interested in succession planning for their businesses. It provides a formal introduction that allows both sellers and buyers of blocks of business to connect quickly and painlessly. Because of this platform I was able to connect with and complete a successful transition of a business. This connection would not have been made if I wasn’t on this platform."

Seller, 30yrs experience

CFP, CLU, CFA
FindBob User

"Advisers need a place to be able to discretely shop for a replacement or be able to vie for succession planning"

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