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...
Goals,
Influencers,
Interviews,
learning,
mentor,
mentoring,
mentors,
people,
relationship,
Tips,
understanding,
veteran,
advice,
work-life,
balance,
career
May 07th, 2019
The Next 6 Lessons
empathy,
Future,
networking,
people,
relationship,
Tips,
understanding,
veteran,
compassion,
connection,
work-life,
stress,
balance,
Practice Management,
career
April 30th, 2019
The first 6 tips from three industry veterans
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
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...