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.

September 30th, 2016

Take down that shingle, advice is dead.  An aging demographic, ...

5-Steps to Buying a Book of Business for First Time Buyers

March 26th, 2018
 
 
If you're relatively new to the industry, there are two ways...

Millennial Series #4 – Knocking It Out of the Park

March 18th, 2018

 

Read time: approx. 8 min.

You’ve got a plan (more than half the...

Millennial Series #2 – Replacing a City

February 13th, 2018

 

Read time: approx. 8 min.   

Succession in the workplace is an...

Emotion and the Business Valuation

February 05th, 2018

Are you an emotional person or the calmest one in the room when it...

Millennial Series #1 – The Business of Millennials

January 30th, 2018

 

Read time: approx. 7 min.

Millennial.  The ubiquitous term...

New Frontiers, New Technology

November 27th, 2017

On average, technology is changing the way advisors do business....

Influencers: Valuable Advice on Succession Planning from David A. Gray, The Builder

March 03rd, 2017

      David A. Gray joins us in our newest addition to the Influencers...

Continuity and Succession Planning: What's the Difference?

21 21st, 2016

         

          Succession planning has been a hot topic in the...

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