Know who's at risk before the resignation letter
Every advisor, scored and tiered by the Advisor Volatility Index — with the dollars at stake and the specific signals behind every flag. Weeks of warning, not days.
Three tiers, no black box
The Advisor Volatility Index classifies every advisor as High, Medium, or Low risk — and every tier comes with the signals that produced it: engagement drop-off, expired agreements, licensing changes, milestone dates.
Ranked by what's actually at stake
A high-risk advisor with a $214M book is not the same problem as one with $18M. Risk Radar weights every tier by AUM, premium, and revenue exposure, so your team always works the list in the right order.
Every flag comes with a next step
A flag without a play is just anxiety. Each alert routes to the right move — a retention conversation, a continuity fix, or a deal room if a transition is the right answer — and tracks whether the book was held.
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.
