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FindBob
37 posts.
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 5, 2025Navigating the Future: Key Trends in RIA M&A for 2025→JAN 15, 2025 · INDUSTRYOur Spotlight in the Global Insurance Accelerator Alumni Series→DEC 11, 2024Reflecting on 2024: A Year of Building Together→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 2, 2020 · TIPSContinuityCast Episode 3 - George Hartman→APR 29, 2020 · TIPSContinuityCast Episode 2 - David Gray "The Builder"→APR 27, 2020 · TIPSContinuityCast Episode 1 - Kim Siegers-Robinson, CPA→MAR 15, 2020 · TEAMCOVID-19 Response→JUL 29, 2019 · FUTURE10 Steps to Prepare Yourself for an Offer→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 9, 2019 · FUTUREStaying Ahead of Evolution→MAR 19, 2019 · FUTURESelling a Book of Business - What You Need to Know→MAR 5, 2019 · EMPATHYMission Driven - Women in Insurance→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→FEB 5, 2018 · GENERALEmotion and the Business Valuation→DEC 13, 2017 · GROWTHMentoring Matters→NOV 27, 2017 · E-APPLICATIONSNew Frontiers, New Technology→NOV 21, 2017 · DIALOGUENetworking 101: Buying a Cup of Coffee→