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.
Efficiency,
Future,
mentor,
mentoring,
Millennials,
people,
Succession,
Team,
veteran,
delegation,
management,
Practice Management,
career,
Home Office,
Talent Acquisition,
Succession Planning & Management,
Consumer Fairness,
Fiduciary Obligation,
Teaming
October 30th, 2018
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...
October 30th, 2017
One day back in the spring, I stopped by the office to check on operations...