Retention signals, daily engagement, deal rooms, safe transitions & your firm's own risk radar
FindBob is how wealth and insurance firms keep their best advisors and move books in-network when life happens — from the largest carriers in North America to firms starting with their first building block.
- Invited 4 prospects to Deal Room
- Continuity plan last reviewed 8 years ago
- Last valuation viewed 2 months ago
Your best producers are your biggest asset — and your biggest single point of failure.
By the time a producer resigns, the book is already moving. The first signal most firms get is the resignation letter itself.
When life happens — retirement, disability, a better offer — books leave the network instead of staying in it.
One platform the home office and the advisor actually use.
Retention software the advisor never opens can't tell you anything. M&A platforms the home office can't see don't keep books in-network. FindBob does both — which is why our retention signals are real and our transition data is clean.
Assemble the platform your firm needs. Start with one block, add the rest as you grow.
See risk early
Calibrate your producer base by impact and volatility. Get flagged weeks — not days — before an advisor leaves, with the specific signal that flagged them.
Engage advisors daily
Move books safely
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.
Retention used to be a spreadsheet you reviewed once a quarter. Now it's a daily signal — if you can see it.
The firms that come through intact will be the ones who built the muscle to retain, engage, and transition — before they had to.
Works with the tools your firm already uses
E-signature, accounting, and AI — connected in minutes.
