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IN THE PRESSJUN 20, 2019
Financial Horizons takes next step to advisor succession planning
Financial Horizons Group has announced that it is making its web-based succession platform available to all advisors throughout its network. Known as BookMark, the platform is powered by a collaboration with FindBob, a recognized leader in succession for financial advisors.
"The platform is meant to give Financial Horizons advisors the ability to dive deep into their advisors’ goals, activities and current and future status using machine learning and predictive technology"
ORIGINAL COVERAGEinsurance-journal.ca
MEDIA CONTACTpress@findbob.io