FindBob

FindBob is an advisor lifecycle platform designed for wealth and insurance firms to enhance advisor retention and facilitate seamless transitions of client books. The platform provides tools for risk assessment, daily engagement, and deal room management, ensuring that firms can proactively address potential advisor departures. Targeting both large... carriers and smaller firms, FindBob offers customizable solutions that can be implemented quickly to meet specific business needs. By integrating various features into a single system, FindBob aims to support firms in retaining their top advisors and managing their client relationships effectively.Read More