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Roland Chan
Founder & CEO, FindBob — 19 posts.
FEB 10, 2025 · SUCCESSIONNavigating the Wealth Management Crisis: Addressing the Looming Advisor Shortage by 2034→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 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 7, 2025 · RETENTIONUnlocking Advisor Retention in 2025: Why It’s the Key to Thriving in Financial Services→DEC 11, 2024Shape Up: The Cheat Code That Transformed Our Year→APR 19, 2020 · BUSINESS CONTINUITY PLANNINGPreparing for the Unexpected→JUN 17, 2019 · FUTURE8 Continuity Plan Questions You Need to Answer→MAR 12, 2019 · FUTUREClosing the Advisor Intelligence Gap→NOV 14, 2018 · FUTUREThe Benefits of Teaming for the Home Office→OCT 30, 2018 · EFFICIENCYClient Expectations→OCT 23, 2018 · HOME OFFICEHome Office Support→MAR 23, 2018 · INNOVATIONInnovation is a Five Letter Word→OCT 30, 2017 · EMPATHYRobots Can't Do This→DEC 30, 2016 · GOALSHow to set and track goals with Find Bob→DEC 5, 2016 · GENERALInsureTech leader joins Find Bob advisory board.→SEP 30, 2016 · EMPATHY5 Things Killing Financial Advice→