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Notes on the advisor lifecycle
Retention, succession, and transitions — what we're learning from the firms that run FindBob.
2025
JUL 31, 2025 · SUCCESSIONNavigating the Succession Planning Crisis: Essential Strategies for Advisors→JUL 14, 20257 Common Retirement Planning Mistakes Financial Advisors Make and How to Avoid Them→MAR 25, 2025 · INDUSTRYBridging the Gap: Tackling the Financial Advisor Shortage→MAR 17, 2025 · INDUSTRYSuccession Planning: A Global Challenge for Financial Advisors→FEB 26, 2025 · INDUSTRYMarket Insights: 2025 Advisor M&A Review→FEB 24, 2025Preparing for the M&A Wave: What Leaders Need to Know for 2025→FEB 10, 2025 · SUCCESSIONNavigating the Wealth Management Crisis: Addressing the Looming Advisor Shortage by 2034→FEB 5, 2025Navigating the Future: Key Trends in RIA M&A for 2025→FEB 3, 2025 · SUCCESSIONBuilding a Leadership Factory: A Blueprint for Small Enterprises→JAN 30, 2025 · SUCCESSIONSuccession Planning: A Critical Opportunity for Independent Broker-Dealers→JAN 27, 2025 · BUSINESS CONTINUITYPreparing for the Unexpected: The Critical Role of Business Continuity Planning→JAN 25, 2025 · TECHNOLOGYBuilding Trust and Personalization in AI: Why Agents Alone Fall Short→JAN 20, 2025 · SUCCESSIONThe ROI of Retention→JAN 17, 2025 · SUCCESSION PLANNING & MANAGEMENTCerulli Report Highlights Advisor Headcount Stagnation and Succession Planning Challenges→JAN 15, 2025 · INDUSTRYOur Spotlight in the Global Insurance Accelerator Alumni Series→JAN 7, 2025 · RETENTIONUnlocking Advisor Retention in 2025: Why It’s the Key to Thriving in Financial Services→2024
DEC 11, 2024Reflecting on 2024: A Year of Building Together→DEC 11, 2024Shape Up: The Cheat Code That Transformed Our Year→2020
JUN 2, 2020 · TIPSContinuityCast Episode 8 - John Novachis→MAY 22, 2020 · TIPSContinuityCast Episode 7 - Jaclyn Bradley→MAY 19, 2020 · TIPSContinuityCast Episode 6 - Peter Wouters→MAY 14, 2020 · TIPSContinuityCast Episode 5 - Dr. Daralee Barbera→MAY 12, 2020 · TIPSContinuityCast Episode 4 - Bob Labrecque→MAY 12, 2020 · SUCCESSIONThe Rise of Transition Planning: Protecting and Enhancing the Future of Your Business→MAY 2, 2020 · TIPSContinuityCast Episode 3 - George Hartman→APR 29, 2020 · TIPSContinuityCast Episode 2 - David Gray "The Builder"→APR 29, 2020 · VALUATIONHow will COVID-19 impact the value of insurance businesses?→APR 27, 2020 · TIPSContinuityCast Episode 1 - Kim Siegers-Robinson, CPA→APR 24, 2020 · BUSINESS CONTINUITY PLANNINGHow Do You Want Your Business to Be Remembered Post-Pandemic?→APR 19, 2020 · BUSINESS CONTINUITY PLANNINGPreparing for the Unexpected→MAR 15, 2020 · TEAMCOVID-19 Response→2019
JUL 29, 2019 · FUTURE10 Steps to Prepare Yourself for an Offer→JUN 17, 2019 · FUTURE8 Continuity Plan Questions You Need to Answer→MAY 28, 2019 · MONEY5 Basic Principles of Valuation→MAY 15, 2019 · FUTURE7 Steps to Determine the Price of a Business→MAY 7, 2019 · GOALSPerfect Your Craft and More: Advice from Veteran Advisors (Part 2)→APR 30, 2019 · EMPATHYPro Tips: Lessons for Life in the Insurance Industry (Part 1)→APR 23, 2019 · FUTURE6 Things that Impact You Getting Funding→APR 16, 2019 · FUTURE5 Tips for Finding the Perfect Partner→APR 9, 2019 · FUTUREStaying Ahead of Evolution→MAR 19, 2019 · FUTURESelling a Book of Business - What You Need to Know→MAR 12, 2019 · FUTUREClosing the Advisor Intelligence Gap→MAR 5, 2019 · EMPATHYMission Driven - Women in Insurance→2018
NOV 27, 2018 · SUCCESSION PLANNING & MANAGEMENTAn Advisor's Guide to Succession Planning→NOV 14, 2018 · FUTUREThe Benefits of Teaming for the Home Office→OCT 30, 2018 · EFFICIENCYClient Expectations→OCT 23, 2018 · HOME OFFICEHome Office Support→JUL 9, 2018 · FUTUREThe Emotion of Valuation→JUL 3, 2018 · EFFICIENCYBiggest Struggles for New Advisors→JUN 29, 2018 · FUTURECracking the Recruitment Puzzle→JUN 13, 2018 · INNOVATIONInnovation is hard→APR 12, 2018 · VALUATION4 areas of focus to maximize the value of your practice→APR 2, 2018 · BUSINESS CONTINUITYStu's Story: The significance of continuity planning→MAR 26, 2018 · GROWTH5-Steps to Buying a Book of Business for First Time Buyers→MAR 23, 2018 · INNOVATIONInnovation is a Five Letter Word→MAR 19, 2018 · RESPONSIBILITYFinding Balance→MAR 18, 2018 · GOALSMillennial Series #4 – Knocking It Out of the Park→FEB 27, 2018 · GENERALMillennial Series #3 – Options, Choice, and Being Ready →FEB 13, 2018 · FUTUREMillennial Series #2 – Replacing a City→FEB 5, 2018 · GENERALEmotion and the Business Valuation→JAN 30, 2018 · GROWTHMillennial Series #1 – The Business of Millennials→2017
DEC 13, 2017 · GROWTHMentoring Matters→NOV 27, 2017 · E-APPLICATIONSNew Frontiers, New Technology→NOV 21, 2017 · DIALOGUENetworking 101: Buying a Cup of Coffee→OCT 30, 2017 · EMPATHYRobots Can't Do This→MAR 3, 2017 · INFLUENCERSInfluencers: Valuable Advice on Succession Planning from David A. Gray, The Builder→2016
DEC 30, 2016 · GOALSHow to set and track goals with Find Bob→DEC 5, 2016 · GENERALInsureTech leader joins Find Bob advisory board.→NOV 21, 2016 · SUCCESSIONContinuity and Succession Planning: What's the Difference?→OCT 20, 2016 · GOALSInfluencers: A Moment with Norm Trainor on Goal Setting, The Importance of Coaching and How Advisors Can Achieve Their Desired Success→SEP 30, 2016 · EMPATHY5 Things Killing Financial Advice→