The ROI of Retention
Discover the strategic importance of advisor retention and its impact...
Cerulli Report Highlights Advisor Headcount Stagnation and Succession Planning Challenges
Advisor headcount is stagnating, and succession planning is critical...
Our Spotlight in the Global Insurance Accelerator Alumni Series
FindBob celebrates recognition in the GIA Alumni Spotlight,...
Unlocking Advisor Retention in 2025: Why It’s the Key to Thriving in Financial Services
Retain top financial advisors with strategic insights. Discover...
Reflecting on 2024: A Year of Building Together
Join us as we reflect on 2024’s innovations and collaborations at...
Shape Up: The Cheat Code That Transformed Our Year
Embrace Shape Up for transformative results. Discover how intentional...
ContinuityCast Episode 8 - John Novachis
In this Lightning Chat we visit with John Novachis Executive Vice...
ContinuityCast Episode 7 - Jaclyn Bradley
In this Lightning Chat we visit with Jackie Bradley who leads Penn...
ContinuityCast Episode 6 - Peter Wouters
In this Lightning Chat we visit with Peter Wouters Director, Tax...