Your entire producer base, on one map
Calibration plots every advisor by economic impact and departure volatility — so retention budget, succession attention, and leadership time go exactly where the exposure is.
Impact times volatility, nothing softer
Impact weighs the book — AUM, premium, revenue, households. Volatility weighs the person — engagement, milestones, licensing moves, plan gaps. Together they replace gut-feel watch lists with an honest picture of your field force.
Every quadrant has a playbook
The map isn't the point — the allocation is. Each quadrant maps to a program: who gets a retention call this week, who gets succession planning this quarter, and who just needs a check-in. Budget follows exposure, not noise.
Recalibrated as the signals move
No annual spreadsheet exercise. Calibration re-scores as engagement, licensing, and milestone data arrive — and feeds the VIX tiers that Risk Radar acts on.
Everything the advisor lifecycle needs
Risk, engagement, and transition — every feature connected in one system, for both sides of the relationship.
Built alongside the firms that run it
Every block is shaped with the home offices and advisors who use it every day.
"FindBob has been a tremendous and collaborative partner in bringing to life and customizing this extensive platform so that Raymond James advisors can fully benefit from this comprehensive offering."
"It's exciting to work with a vendor as experienced as FindBob, but who still brings a fresh resource to the insurance industry. Many of our agents are in either acquisition mode or approaching retirement, and this provides a great way to expand their options beyond their personal network."
"Providing value-added support to our agency partners is a key strategy at FMH. Looking for opportunities to grow or develop a transition plan for a book of business can be challenging for agents, and this tool is meant to ease that process as well as facilitate easier business transitions for customers."
"When your clients know you're gone, they're motivated to look for someone else — the advisors in the marketplace know you're gone too, and they're motivated to get your client. How long is your client going to stay with your practice?"
Enterprise scale, or your first building block. Same platform.
Works with the tools your firm already uses
E-signature, accounting, and AI — connected in minutes.
