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.
Future,
people,
process,
Succession,
Tips,
Transition,
veteran,
Business Continuity,
Business Continuity Planning,
selling your practice,
purchase agreement,
career,
Succession Planning & Management,
Fiduciary Obligation
June 17th, 2019
Continuity plans can come in a variety of forms. The most comprehensive...
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,
growth,
Industry,
jobs,
mentor,
mentoring,
mentors,
networking,
people,
process,
Recruitment,
Succession,
Team,
Transition,
Transition Planning,
Business Continuity,
connection,
Practice Management,
career,
Home Office,
Talent Acquisition,
Succession Planning & Management
March 12th, 2019
Industry leaders are becoming more aware of the power of gaining insights...
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.
Efficiency,
Future,
Goals,
growth,
Industry,
Influencers,
jobs,
learning,
mentor,
mentoring,
mentors,
Millennial,
Millennials,
Options,
process,
Recruitment,
relationship,
reputation,
responsibility,
Retirement,
Tips,
understanding,
advice,
Building,
connection,
balance,
management,
career
July 03rd, 2018
Read time: approx. 3 min. ...
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...