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Retain. Grow. Succeed.

The leading platform for enterprise insurance and financial services, combining AI-driven insights and tools to retain assets and advisors while supporting advisor growth and succession.

 

What's Possible?

Transform Advisor Retention with AI-Powered Insights and Tools.

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AI Prediction

Identify your high-impact, high-risk producers with FindBob’s AI Talent Calibration tool. Gain actionable insights to prioritize retention efforts where they matter most.

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Advisor Engagement

Empower advisors to solve their most pressing practice management challenges with FindBob’s suite of world-class tools, including valuation, deal structuring, and continuity planning. 

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AI Prevention

Retain top producers and reduce churn with the Advisor Volatility Index. Drive engagement with hyper-personalized recommendations, Next-Best-Actions, and FindBob AI agents to guide success.

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Empowering Advisors

Marketplace Tools

Buy & Sell with Private Deal Rooms, make Partial Sales and evaluate Deal Structures.

Practice Management Suite

Tools for Valuation, Financing, Continuity planning, and Succession Readiness.

AI-Driven Recommendations

Personalized Next-Best Actions for advisors to achieve their goals.

 

Empowering Enterprises

AI Talent Calibration Tools

Identify high-potential advisors and predict risk.

Advisor Volatility Index (VIX)

FindBob AI agents actively monitor sentiment, behavior, provide actionable insights and proactive guidance to address concerns before they escalate.

Retention Management

Visual Pipelines and Deal Administration to facilitate internal advisor transactions with transparency and control

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Unlock the Key to Advisor Retention

The financial services industry is facing a retention crisis—but your firm doesn’t have to. Our latest white paper, Unlocking Advisor Retention: Strategies for Thriving in a Shifting Financial Services Landscape, is packed with actionable insights from industry leaders like Cerulli Associates, LIMRA, J.D. Power and more!

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Fill out the form below to download your free copy and start building a retention strategy that works.

 

See what our great customers say

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"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."

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Robert Goff

VP of Succession & Acquisition Consulting
Raymond James

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"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."

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Mike Shepardson

VP of Sales
Grinnell Mutual

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"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."

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Ron Rutledge

President & CEO
Farmers Mutual Hail

 

Browse our latest articles and resources

7 Common Retirement Planning Mistakes Financial Advisors Make and How to Avoid Them

7 Common Retirement Planning Mistakes Financial Advisors Make and How to Avoid Them

Discover the 7 key retirement planning mistakes advisors often make in this insightful blog post. Learn how to avoid common pitfalls like l...

July 14, 2025

Bridging the Gap: Tackling the Financial Advisor Shortage
Industry

Bridging the Gap: Tackling the Financial Advisor Shortage

Explore the urgent issue of the financial advisor shortage as we approach 2034. Discover innovative recruitment strategies, retention tacti...

March 25, 2025

Succession Planning: A Global Challenge for Financial Advisors
Industry

Succession Planning: A Global Challenge for Financial Advisors

Succession planning is a global challenge for financial advisors, with many failing to prioritize it, risking business continuity and value...

March 17, 2025

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Start Retaining Advisors Today

Discover how FindBob can help your organization retain assets and empower advisors to achieve their goals.