FindBob

12/13/2019

"During FindBob’s Monday standup meeting, our customer success team shared some updates with the rest of the group. This included several transactions that closed between advisors who discovered each other on our customers' white-labeled FindBob™ marketplace, a number of successful external acquisitions, dozens of advancements for in-progress deals that are bringing net new assets and premium to our enterprise customers, and hundreds of new connections between growth and succession-oriented advisors. In the case of one of our more remote sellers, they reported buyers discovered on the platform "were flying-in to complete onsite finalist presentations." Read More.

During FindBob’s Monday standup meeting our customer success team shared some updates with the rest of the group. This included several transactions that closed between advisors who discovered each other on our customers' whitelabeled FindBob marketplace, a number of successful external acquisitio...

06/23/2019

"We're big on tomorrows here at Grinnell Mutual. That's why we've partnered up with FindBob to create SUCCESSion, an online networking system for agents and agencies to connect – whether you're looking to grow or to retire."

Grinnell Mutual partners with FindBob to create web-based platform for business succession planning

06/23/2019

"Financial Horizons Group has announced that it is making its web-based succession platform available to all advisors throughout its network. Known as BookMark, the platform is powered by a collaboration with FindBob, a recognized leader in succession for financial advisors.

The need for financial firms to plan for the future has never been clearer."
https://lnkd.in/eGvCwN5

06/23/2019

"The platform is meant to give Financial Horizons advisors the ability to dive deep into their advisors’ goals, activities and current and future status using machine learning and predictive technology"

Financial Horizons Group has announced that it is making its web-based succession platform available to all advisors throughout its network. Known as BookMark, the platform is powered by a collaboration with FindBob, a recognized leader in succession for financial advisors.

05/28/2019

Looking to buy or sell? No matter what side of the deal you're on, we have the 5 Basic Principles of Valuation that you need to know. 5 Basic Principles of Valuation

There are five basic principles to creating an accurate valuation for a business that takes into account the art and science of calculating a fair market price that will result in a sale that leaves both parties satisfied.

05/01/2019

About 10 years ago, Roland Chan was managing a large team of financial advisors and insurance agents when tragedy struck and one of his staff suddenly died.

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Business aims to help advisors when it comes to transition planning and protecting their book of business

04/23/2019

When you're looking to grow your business, you need to know the 6 things that can impact your borrowing ability.

Funding business growth isn't only expensive but comes with a list of qualifications a lender will impose to make sure you're a good investment

03/06/2019

We have new content coming soon! Next week our Founder and CEO talks about gut decisions, data relevancy, and combining the two to make solid business decisions. Sign up for our content notification today

Insight on the issues affecting our industry. Blogs, articles, and interviews. Sign up to be notified when we have new content.

03/05/2019

We spoke with Daralee Barbera and Angie Ribuffo on what it takes to attract and keep women in the Insurance & Financial industry and how to make the most out of their unique talents. Mission Driven - Women in Insurance

Creating an inclusive career environment for women also creates a mutually beneficial outcome for the insurance and financial services industry that is increasingly dependent upon the strength of relationships an advisor or agent can forge with clients, partners, and employees at the home office.

03/04/2019

Tomorrow, read our article with Daralee Barbera and Angie Ribuffo on how both the insurance & financial service industry and women benefit by a career in our industry . Sign up for our content notifications to be notified as soon as we post. Sign up now

Insight on the issues affecting our industry. Blogs, articles, and interviews. Sign up to be notified when we have new content.

03/01/2019

We have new articles with interviews from leading industry professionals coming soon! Sign up to be notified when we publish new content addressing the future direction of our industry. Sign Up to Notifications

Insight on the issues affecting our industry. Blogs, articles, and interviews. Sign up to be notified when we have new content.

02/12/2019

Looking on the bright side of a snow day, you get to catch up on so much reading!
Check out our blog - informative and goes well with a cup of hot chocolate. 5-Steps to Buying a Book of Business for First Time Buyers https://hubs.ly/H0gzcVF0