The average age of the independent financial advisor is 59. Over 80% don’t have a transition plan and they handle more than $2.5 trillion in assets. Growing the next generation of advisors to inherit this responsibility is an industry-wide concern.
The FindBob platform helps those advisors looking for opportunities to buy, sell, merge, partner, or find a succession partner to maximize the value of their most precious asset: their book of business.
The best succession plan is the one in place long before it’s needed.
Planning helps you maximize the future value of your business and grow your practice with opportunities to partner with a like-minded advisor.
FindBob doesn’t just help grow your business through succession, it helps you meet other advisors interested in buying, selling, merging, partnering, and business continuity as well!
We have an obligation to our clients. They’ve engaged us for the duration of their lifetime, not the duration of our business.
The North American Securities Administrators Association, Inc. (NASAA)’s model rule requires advisors to have a written procedure for business continuity. As more regulators across the globe move to ensure transparency and security across the finance and insurance sectors, advisors can prepare now.
Succession planning is key to ensuring continuity for your business and your client’s investments.
Leaving the future of your company to chance after a life altering event can erode the value you’ve worked hard to build up.
It also leaves the burden to your family to prepare a transition plan that may not be what you wanted.
FindBob helps you seek out transition partners or create a succession plan from a position of strength.
Whatever your succession goals are, FindBob gives you the tools to find the right relationships to achieve them.
"This site is easy to connect buyers and sellers!"
"FindBob made it easy for someone like me to find adequate buyers. In less than a week had 6 serious buyers express interest."
"FindBob helped facilitate a meeting with another advisor in my area who is looking to slowly transition out."
FindBob isn't just for insurance and financial advisors.
Our white-labelled Enterprise Solution helps protect existing assets, generate new revenue streams, and recruit & retain talent for:
FindBob’s enterprise platform includes all the tools and analytics to identify growth opportunities, as well as a dedicated concierge support for your advisors.
We're already unlocking transition for some of the largest agencies in Canada. Schedule a demo to see how FindBob can create revenue opportunities by unlocking unimaginable growth.Schedule a Demo
"When your clients know you’re gone, they’re motivated to look for someone else; the advisors in the marketplace know you’re gone, and they’re motivated to get your client. How long is your client going to stay (with your practice)?"
"It's comforting to have partners who want to align forces with the intention of enhancing each other`s business."
"It is incredible that a company would put such an effort into creating this kind of a platform, it speaks to (FindBob Enterprise Client's) dedication to its Advisors. It makes ultimate sense and is very timely."
FindBob’s Public Marketplace subscriptions are fixed. There are no additional fees or commissions!
FindBob helped facilitate a meeting with another advisor in my area who is looking to slowly transition out. We are currently in the early part of our discussions and we are looking for ways to help each other. This dialogue would not have been possible without the use of FindBob. The staff at FindBob have been excellent and have provided plenty of guidance from the beginning, this is a really great site for our business succession planning.