Did you know the average age of the independent financial advisor is 59? Over 80% of those practice owners don’t have a transition plan. With over $2.5 trillion in assets controlled by advisors in their 60’s and a lack of industry focus on growing next generation talent, the independent financial services industry is headed towards the perfect storm.
The Find Bob platform makes it easy for financial advisors to to discover opportunities to buy, sell, merge, partner or find a succession partner to maximize the value of your most precious asset: your book of business.
Putting off planning for your transition not only minimizes the eventual value you'd receive in the future for your life's work, but it also may be robbing you of immediate revenue generating opportunities you may discover by partnering with a candidate successor today. After all the best succession plans are the ones put into place long before they are needed.
Find Bob isn't just about growing your practice through succession. You'll meet individuals interested in buying, selling, merging, partnering and business continuity as well!
We're dramatically changing the conversation from transition as a retirement strategy, to transition as a viable growth strategy.
Your clients engaged you for the duration of their lifetime, not the duration of your practice's lifetime. It's our fiduciary obligation and regulators across the globe have begun to take notice.
The international fairness to consumer movement is afoot and the transition rule is on the SEC’s regulatory calendar to address sudden disruption risks to clients and the North American Securities Administrators Association, Inc. (NASAA) has already advanced a model rule requiring advisers to adopt written procedures for business continuity and succession planning.
Take the steps today to create a plan that meets regulatory requirements and ensures the continuity of your practice. Your clients deserve it.
A well-designed succession plan is critical to passing your wealth and legacy to the ones you love. As a financial advisor you're in the business of providing advice on succession and business continuity for a living. That being said, less than 17% have a formal, written succession plan. We're like the dentist with bad teeth!
Don't leave your family in the lurch having to sell your practice and risk having its value erode due to lack of planning. In addition to taking care of your clients, Find Bob can also help you provide financial security and protection for your family.
Find Bob can help you take care of your family by providing tools to seek transition partners from a position of strength.
We designed the Find Bob Platform to make sure setting up your profile is completely painless.
We work in an industry where we give advice on succession planning and business continuity for a living, yet over 80% of advisors do not have a written and actionable plan. Find Bob provides tools and education to make meaningful progress towards your goals.
Whether you're looking to buy, sell, merge or grow your practice we put you in control by giving you the tools you need to unearth relationships with other advisors with similar interests.
"This site is easy to connect buyers and sellers!"
"Find Bob made it easy for someone like me to find adequate buyers. In less than a week had 6 serious buyers express interest."
"Find Bob helped facilitate a meeting with another advisor in my area who is looking to slowly transition out."
Find Bob isn't just for financial advisors. Our white-labelled enterprise solution helps agencies, brokerages, and manufacturers protect existing assets, generate new revenue streams and recruit & retain talent.
A recent John Hancock survey revealed that 81% of advisors say "the industry doesn’t do a good job helping with succession planning". 3/4 of those advisors said they were more apt to joining a broker dealer that had a succession planning platform.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 (Find Bob Enterprise Client's) dedication to its Advisors. It makes ultimate sense and is very timely."
We're already unlocking transition for some of the largest agencies in Canada. Your enterprise platform includes all the tools, analytics to identify growth opportunities, and dedicated concierge support for your advisors.
Schedule a demo where we can showcase our enteprise solution and discuss how we're already creating revenue opportunities by unlocking growth unimaginable until now.Schedule a Demo
Find Bob's Public Marketplace subscriptions are fixed — we don’t charge per interaction or a success commission — so you’re never charged more if you make a connection. $250/year means $250/year total. Easy to budget for!
Find Bob 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 Find Bob. The staff at Find Bob have been excellent and have provided plenty of guidance from the beginning, this is a really great site for our business succession planning.
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Find BoB Ltd.
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We would be happy to clarify the terms and agreements contained within this document. You may reach us at the information below:Roland Chan, CEO @Find BoB