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.
selling your practice,
management,
stress,
buying,
understanding,
valuation,
Tips,
process,
people,
Options,
mentor,
Interviews,
Industry,
Future,
cash,
Business Continuity,
advice
July 09th, 2018
Read time: approx. 5 min.
Recruitment,
Millennials,
mentor,
mentoring,
Interviews,
Future,
Business Continuity,
connection,
General,
Industry,
jobs,
networking,
people,
relationship,
Succession,
Team,
Transition Planning
June 29th, 2018
Financial services would seem to offer everything a millennial recruit...
General,
growth,
Industry,
Interviews,
money,
reputation,
Succession,
Team,
Tips,
Transition,
Uncategorized,
valuation,
value,
Business Continuity,
cash
February 05th, 2018
Are you an emotional person or the calmest one in the room when it...
growth,
Industry,
Influencers,
Interviews,
learning,
mentor,
mentoring,
responsibility,
Uncategorized,
veteran,
Advocis
December 13th, 2017
Learning from others is generally how most producers first learned to...
e-applications,
Efficiency,
Future,
growth,
Interviews,
Options,
process,
Technology,
Transition,
Budget,
Building,
conversion,
CRM
November 27th, 2017
On average, technology is changing the way advisors do business....
March 03rd, 2017
David A. Gray joins us in our newest addition to the Influencers...
October 20th, 2016
Findbob is excited to present a short Q&A with Norm Trainor, President...