findbob.ioCrawled Nov 6, 2026
Discover the 7 key retirement planning mistakes advisors often make in this insightful blog post. Learn how to avoid common pitfalls like lack of a formal plan, delaying savings, and underestimating healthcare costs to secure your financial future. Prepare better for retirement and empower your clients with proven strategies.
Retention, succession, and transitions — what we're learning from the firms that run FindBob.
Explore the urgent issue of the financial advisor shortage as we approach 2034. Discover innovative recruitment strategies, retention tactics, and the role of technology in empowering advisors. Learn how firms can adapt and thrive amidst this challenge in wealth management. Join us in defining the future of the industry!
Explore key insights from Succession Resource Group's 2025 Advisor M&A Review on market trends, valuations, and succession planning in the financial advisory sector. Read more here.
Mandated succession planning compliance isn't enforced by regulators. Is it just a matter of time before it becomes formal public policy?
FindBob has partnered with Raymond James Financial to develop and launch a robust and holistic succession planning platform.
FindBob is featured in FinTech Global's AIFinTech100 list for 2023 — the top companies leveraging AI to revolutionize financial services.
AUSTIN, Texas, Feb. 20, 2020 /PRNewswire/ -- NAIFA-Texas, in collaboration with FindBob, today announced the launch of Connex, a new digital tool to help NAIFA-Texas members address both growth and perpetuation goals.
30 minutes with our team. We'll walk the platform against your firm's actual retention and transition picture — not a canned tour.
The advisor lifecycle platform for wealth and insurance. Succession planning, advisor retention, and practice transition management.
