Jan 17, 2022

Why advisor succession isn't just an exit event



Founder and CEO of FindBob speaks out on succession-planning platform's mission to help advisors uphold fiduciary obligation

In this Wealth Professional Canada article our CEO discussed the current state of the succession marketplace for insurance and financial advisors, what FindBob is up to and how we're supporting enterprises with mature succession processes as well has those seeking to get started.

Read the Article Here >>


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