Log in
E-mail
Password
Show password
Remember
Forgot password ?
Become a member for free
Sign up
Sign up
New member
Sign up for FREE
New customer
Discover our services
Settings
Settings
Dynamic quotes 
OFFON
News: Latest News
Latest NewsCompaniesMarketsEconomy & ForexCommoditiesInterest RatesBusiness LeadersFinance Pro.CalendarSectors

FindBob Collaborates With Raymond James Financial to Launch Its 'Practice Exchange' Platform for Financial Advisors

10/11/2021 | 03:01pm EST

New platform offers Raymond James financial advisors a one-stop location for M&A tools, prospective buyer/seller matching and succession planning education.

TORONTO, Oct. 11, 2021 (GLOBE NEWSWIRE) -- FindBob has partnered with Raymond James Financial to develop and launch a robust and holistic succession planning platform, according to Roland Chan, founder and CEO of FindBob. Complementing its already-comprehensive succession and acquisition consulting infrastructure, Raymond James' "Practice Exchange" platform comprises a new marketplace, enhanced practice management and education, and M&A tools.

Powered by FindBob, Practice Exchange is a cloud-based tool that uses sophisticated algorithms to match prospective sellers and successors, while also serving as a one-stop location for everything a financial advisor needs to develop and implement a smooth succession or acquisition strategy.

The platform streamlines succession and acquisition planning for Raymond James advisors by focusing on three key areas:

  1. Increased efficiency via a robust marketplace that, powered by sophisticated matchmaking algorithms, helps advisors discover opportunities for growth and succession.
     
  2. Empower advisors with educational resources and planning tools that help inspire action throughout the growth or succession strategy they choose.
     
  3. Provide advisors with the ability to take control of the succession processes through an online deal room that provides them complete control over confidentiality, selection of buyers, and accelerates them to the deal-making process.

"As advisors plan for the future of their businesses, they need innovative retention and recruitment strategies," said Chan. "Raymond James has been at the forefront of encouraging succession planning in the industry for years, and we're excited to offer our leading transition management platform as the firm amplifies and scales their expertise to continuously address the needs of their advisors."

"After working with advisors to understand the key areas from which they can benefit, we're excited to be rolling out our Practice Exchange platform, as we continue to support financial advisors in expanding or exiting their business - on their own terms," said Robert Goff, vice president, Succession & Acquisition Planning at Raymond James. "FindBob has been a tremendous and collaborative partner in bringing to life and customizing this extensive platform so that Raymond James advisors can fully benefit from this comprehensive offering."

About FindBob

FindBob is the leading provider of transition management platforms for the insurance and financial services industry. FindBob focuses on helping advisors discover opportunities within network, and empowers the enterprise with a transition management operating system that predicts and prevents attrition of assets, attracts new talent, and drives business growth.  Additional information is available at www.findbob.io.

For media enquiries:

media@findbob.io
(833) FINDBOB
www.findbob.io

Related Images






Image 1: FindBob Logo



This content was issued through the press release distribution service at Newswire.com.

Attachment


Latest news "Companies"
05:59pLanesborough reit announces third adjournment of its previously announced special meeting of debentureholders
AQ
05:57pMineral mountain announces appointment of cfo
AQ
05:57pTopicus.com Inc. Announces Release Date for Fourth Quarter Results
AQ
05:56pConstellation Software Inc. Announces Release Date foráFourth Quarter Results
AQ
05:54pDCM and Energy teams advise on first long-term Green Bond for Noor Abu Dhabi solar PV power generation plant
PU
05:54pSERVICENOW : What's wrong with bias training, and how to fix it
PU
05:54pGOLD SPRINGS RESOURCE : 2022 Drilling Program
PU
05:54pTEEKAY : HSSE & QA Requirements for Suppliers and Contractors
PU
05:54pELS Announces Tax Treatment of 2021 Distributions
BU
05:47pStocks fall, have worst week since March 2020; Netflix tanks
AQ
Latest news "Companies"