Perpetuating Growth Webinar

Are you ready to future-proof your financial practice? Join us for an engaging and practical workshop where we’ll explore three essential strategies to grow and perpetuate your financial practice while maintaining control and flexibility.

2 hours of CE towards:

FP Canada
MFDA
Life

Online

Mar. 19, 2025

12:00 PM - 2:30 PM EST

Perpetuating Growth: Tools and Strategies for Building a Thriving Financial Practice

Presented By: Roland Chan, Founder & CEO, FindBob

This session will explore three essential strategies to grow and perpetuate your financial practice while maintaining control and flexibility.

Learn how Partial Sales can help you optimize your book by segmenting and selling select clients.
Dive into Deal Structures to understand the financial mechanics behind successful transactions, from both buyer and seller perspectives.
Assess your Succession Readiness and discover actionable steps to ensure a seamless transition, whether your exit is imminent or decades away.

Each part features live demonstrations of Coming Up Next tools, tailored to empower your practice with cutting-edge solutions.

Whether you're planning for growth, transition, or both, this workshop will equip you with the insights and tools to take control of your professional future.

Roland Chan

Founder & CEO, FindBob

Roland’s career began in technology and saw him holding various software development and management roles and eventually starting his own consultancy in 2003. In 2008 he took his passion for agile approaches to managing software organizations and solving complex business problems and transitioned to running his family’s now 26 year old life insurance managing general agency.

Committed to organically growing a high performant sales organization, Roland has been recognized by GAMA International for achievements in Agency Building, Agency Achievement and Distribution Management. Roland is a Chartered Life Underwriter (CLU), a Certified Health Insurance Specialist (CHS).

Roland founded FindBob at the end of 2014. His mission is to vastly improve transition behaviour in the insurance and financial services industry to help firms and their distribution protect the value of their most precious asset, and to ensure that his industry lives up to the promise made to consumers - to be their for the duration of their lifetime.

Event Details