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,
Goals,
money,
Retirement,
Succession,
Tips,
Transition Planning,
valuation,
cash,
buying a book of business,
buying,
selling your practice,
Succession Planning & Management,
selling,
selling a book of business
May 15th, 2019
When it comes to our homes, businesses, or anything we’ve worked hard for,...
Future,
Goals,
growth,
networking,
people,
Recruitment,
relationship,
Retirement,
Succession,
Team,
transfer,
Transition Planning,
Business Continuity,
Choice,
buying a book of business,
mergers & acquisitions,
work-life,
Practice Management,
career,
Succession Planning & Management
April 16th, 2019
Perfect doesn’t exist but we can always try to find what's perfect for us....
Future,
Retirement,
Succession,
Transition,
Transition Planning,
advice,
Business Continuity,
Choice,
management,
selling your practice,
career,
Succession Planning & Management
March 19th, 2019
It's inevitable that one day you will need to leave your practice behind....
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,
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...
21 21st, 2016
Succession planning has been a hot topic in the industry for good...