FindBob

Enterprise platform that provides a vastly improved way to encourage better transition behaviour within insurance and financial institutions #InsurTech #FinTech

[FindBob @FindBoBLtd]

Bridging the Gap: Tackling the Financial Advisor Shortage
https://t.co/idG4FBq19l

[FindBob @FindBoBLtd]

Succession Planning: A Global Challenge for Financial Advisors
https://t.co/YLJO4tQelI

[FindBob @FindBoBLtd]

Market Insights: 2025 Advisor M&A Review
https://t.co/F3chDrJM60

[FindBob @FindBoBLtd]

Preparing for the M&A Wave: What Leaders Need to Know for 2025
https://t.co/XzYRA03IHS

[FindBob @FindBoBLtd]

Navigating the Wealth Management Crisis: Addressing the Looming Advisor Shortage by 2034
https://t.co/TAR34pP94X

[FindBob @FindBoBLtd]

Navigating the Future: Key Trends in RIA M&A for 2025
https://t.co/xc6quaW5Su

[FindBob @FindBoBLtd]

Building a Leadership Factory: A Blueprint for Small Enterprises
https://t.co/I8sqaigmiB

[FindBob @FindBoBLtd]

Succession Planning: A Critical Opportunity for Independent Broker-Dealers
https://t.co/v44DKGjLG2

[FindBob @FindBoBLtd]

Preparing for the Unexpected: The Critical Role of Business Continuity Planning
https://t.co/NL3of2vcCv

[FindBob @FindBoBLtd]

Part 2 coming soon -how we’re aligning AI with these values. #AI #EthicalAI #Innovation #fintech

[FindBob @FindBoBLtd]

Verticalized AI agents are here, but how we build them matters. At FindBob, we prioritize trust, value, and ethics to empower advisors and enterprises.

Read Part 1 of our blog inspired by "Agents Are Not Enough": https://t.co/O5zL5LDuV6

[FindBob @FindBoBLtd]

Interesting read over at WM... Retirement Is Overrated for Many Advisors https://t.co/0zHqwZdHoJ

[FINTECH GLOBAL @Fintech_Global]

Enterprise transition management company @FindBoBLtd has been listed in the new #AIFinTech100 list!

Check out the full list here: https://t.co/oHTHimVZ3l

#AI #FinTech

[FindBob @FindBoBLtd]

Humbled to be recognized by @Fintech_Global alongside 100 other incredible companies revolutionizing financial services through the use of artificial intelligence #AIFinTech100

https://t.co/k0e1QPDxrU

[IFB Canada @IFBcanada]

Are you ready to sell? Succession planning expert, Roland Chan, closes off Day 1 of the #IFBToronto Fall Summit! @FindBoBLtd

[FindBob @FindBoBLtd]

CWB Maxium now sharing their thoughts on the market, M&A financing, structures and case studies at @IFBcanada

[FindBob @FindBoBLtd]

Thanks to @advisorca for including us in this important piece. Ensure client privacy when planning for succession https://t.co/GzH7L4CtVk

[FindBob @FindBoBLtd]

FINRA Issues New Guidance on Succession Planning as Population of Registered Representatives Ages https://t.co/xTEXKi7wJL

[FindBob @FindBoBLtd]

How succession planning can save your independent insurance agency https://t.co/L00UZaCJ4I via @PC_360

[Founder Institute @founding]

🇨🇦 Excited to share that @FindBobLtd, @Jauntins, @ParlayIdeas, and @EngaizIT were selected to the #CanadaFI50! See the full list at https://t.co/Gpi44nMjyr

Congrats, #founders: Roland Chan, Rainer Takahashi, Bobby McDonald, & @JaiChinnakonda

@FoundingTO @KamalVC @SunilSharmaCo