Jan 17, 2022

Swipe Right for a Successor? RayJay Turns to FA Matchmaking Tool



"An advisor in the twilight of his career and the mid-career advisor who would eventually become his successor each discovered that the other worked just a few doors down at the same branch office."

Financial Advisor IQ covers the new relationship between Raymond James and FindBob and explores the impact FindBob's technology has had in other organizations and an overview of functionality embraced by both senior and growth-seeking financial advisors.

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