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Episode Info:

In this 129th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Roland Chan, CEO of Find Bob, Find Bob is an online transition platform that enables advisors and firms that employ them to better facilitate their succession planning and better transition their practice to another advisor in order to ensure continuity for them and for and their clients. 

Episode Highlights: 

● 00:51 – Roland Chan explains Find Bob. 

● 02:00 – What does the on-boarding experience look like for clients? 

● 03:50 – Which types of tools and education do they have for clients? 

● 06:44 – What led Roland Chan to start Find Bob? 

● 14:50 – Find Bob can compare your practice against others practices and benchmarks. 

● 17:12 – What does Find Bob do to facilitate the acquisition? 

● 24:02 – What would he change in his business or industry? 

● 27:09 – What have been the biggest challenges he has faced? 

● 31:54 – What keeps Roland Chan excited each day about his work? 

3 Key Points 

1. Find Bob provides valuable tools to help agents and advisors discover and better understand what the value of their block is. 

2. 83% of financial advisors and agents don’t have a succession plan in place. 

3. 90% of financial advisors and agents don’t even have a business continuity plan. 

Tweetable Quotes: 

● “Find Bob, we are the transition management company for the insurance and financial services industry. We help large financial and insurance services enterprises encourage better transition behavior in their distribution networks.” – Roland Chan 

● “The first thing that we will actually do, we will work with the enterprise to help them predict which are the advisors or agents that are the highest risk of loss and who has the biggest impact of losses within their network.” – Roland Chan 

● “Once you dip below that 30-hour work week, especially if you have a retail wealth block, that is when attrition sets in and you start seeing an accelerated departure of AUM from your block because you are no longer physically present.” – Roland Chan 

Resources Mentioned: 

● Facebook – Jason Pereira’s Facebook 

● LinkedIn – Jason Pereira’s LinkedIn 

● – Website for Fintech Impact 

● – Sign up for Jason Pereira’s newsletter 

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