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Explore Agent & Advisor Tools

Discover how our innovative tools empower agents and advisors to streamline their workflows, plan for the future, and achieve their goals. These videos highlight key features like succession planning, business valuation, and client management solutions, showcasing how we support your success every step of the way.

Onboarding and Tools

Sign Up Process
Overview of the Onboarding process for FAs
Valuation Tool
Explore your Indication of Value using the Discounted Cash Flow income approach.
File Catastrophic Plan
Use the Catastrophic Plan Builder to file your agreement with your BD
Access Education
Unique educational content, templates and resources created exclusively for your advisors.
Search
Utilize the Map and List-based Search tools to discover likeminded partners.

Meeting Room Creation Process

1. Creating a Meeting Room
Short Overview of Seller Meeting Room creation process.
2. Building a Deal Teaser
Overview of Meeting Room Deal Teaser creation process.
3. Establishing Discovery Questions
Overview of the Non-Negotiable / Deal Killer creation process.
4. Specifying Match Preferences
Overview of a seller specifying what aspects of a prospective buyer and their practice are important to them.
5. Publishing Your Meeting Room
Overview of review and publishing Meeting Room.

Meeting Room in Action

1. Review & Invite Buyers
Reviewing prospective buyers and inviting to provide expression of interest and answer non-negotiable questions.
2. Buyer Submits EOI
Example of a prospective buyer responding to a request for an expression of interest.
3. Shortlisting EOIs
Example of a seller narrowing EOIs they are interested in pusuing.
4. Seller Requests NDA
Example of a seller requesting the NDA process be initiated with a specific buyer.
5. Buyer Executes NDA
Example Buyer Executing the non-disclosure agreement.
6. Seller Executes NDA
Example Seller reviewing Buyer executed NDA and executing themselves.
7. Entering the Negotiating Stage
With both buyer and seller executed NDA the parties are safe to discuss the opportunity on or online.

Let's Connect

Learn how a partnership with FindBob can bolster your retention and growth efforts.
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Frequently Asked Questions

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What is FindBob?

FindBob is a retention enablement platform designed for insurance and financial services enterprises. It helps financial advisors and insurance agents transition their books of business to next-generation advisors and agents while assisting firms in retaining assets and premiums.

Who uses FindBob?

FindBob serves large broker-dealers, insurance companies, RIAs, and MGAs in highly regulated industries. Its primary users are financial advisors and insurance agents working in life & annuities and property & casualty insurance.

What problems does FindBob solve?

FindBob addresses the challenges of:
  • Advisor and agent retention
  • Succession planning
  • Business continuity
  • Book of business transitions
  • Talent acquisition and calibration
It helps enterprises prevent attrition, retain advisors, and ensure a smooth transition of assets.

What are FindBob's Key Features?

  • Marketplace: A platform for buying and selling books of business, including partial sale functionality.
  • Advisor Volatility Index (VIX): A tool to assess advisor sentiment and predict attrition risk.
  • Practice Management Tools: Valuation, deal structuring, succession readiness and continuity planning.
  • Case Management Tools: Support home office bespoke consulting with a purposefully built set of automated case management tools.
  • AI Agents: Deliver personalized recommendations and automate workflows scaling human workforce.

What makes FindBob unique?

FindBob combines retention strategies with advanced AI capabilities to support both advisors and their firms. Its Advisor Volatility Index (VIX) and AI-driven insights provide actionable data for engagement, while tools like talent calibration and marketplace dynamics create a comprehensive ecosystem for advisor retention and growth.

How does FindBob support enterprises?

FindBob empowers enterprises by:
  • Providing insights into advisor risk through the behavioral and sentiment analysis.
  • Enabling seamless book of business transitions via its marketplace.
  • Offering predictive capabilities for talent acquisition and retention.
  • Enhancing engagement with tools that guide advisors toward their goals.