September 30th, 2016
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.
Goals,
Influencers,
Interviews,
learning,
mentor,
mentoring,
mentors,
people,
relationship,
Tips,
understanding,
veteran,
advice,
work-life,
balance,
career
May 07th, 2019
The Next 6 Lessons
Future,
General,
Interviews,
learning,
people,
process,
relationship,
responsibility,
Technology,
Uncategorized,
understanding,
stress,
management,
innovation,
insurtech
April 09th, 2019
You’ve no doubt noticed that the digital economy is dramatically changing...
Future,
Industry,
Interviews,
mentor,
Options,
people,
process,
Tips,
understanding,
valuation,
advice,
Business Continuity,
cash,
buying,
stress,
management,
selling your practice
July 09th, 2018
Read time: approx. 5 min.
Future,
General,
Industry,
Interviews,
jobs,
mentor,
mentoring,
Millennials,
networking,
people,
Recruitment,
relationship,
Succession,
Team,
Transition Planning,
Business Continuity,
connection
June 29th, 2018
Financial services would seem to offer everything a millennial recruit is...
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 comes...
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 make...
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. Keeping...
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 and...
Take it for a spin! We'd love to show you how we can jump-start your home office succession planning and management dreams.
