About Fin-Comm’s Principals

Bob Finder

Founder & President

Bob Finder, founder and president of Fin-CommFin-Comm is the culmination of the life’s work of Robert “Bob” Finder, a recognized consultant, teacher and thought leader in communication skill-building for financial professionals. Through Fin-Comm Bob helps individuals, teams and organizations achieve their client development goals by developing competitive advantages through critical listening, critical speaking and critical thinking.

Bob developed his approach over years of experience with national and regional financial concerns – brokerage firms, investment and wealth managers, trust companies – and law firms.

His ideology focuses on the personal element of client relationships. With all the emphasis on financial automation and technology, Bob believes that many high net worth individuals and institutions still want and need personal guidance and counsel. They want and need personal understanding and engagement from financial professionals possessing distinctive competencies and committed to uncompromising, selfless service.

Bob is known for challenging his clients and holding them to high expectations. He is a demanding practitioner but is always focused on bringing out the best in clients. While Bob’s process has its challenging moments, the payoff is satisfying and fun—to win client relationships, be the best, and separate and distance one’s self from the competition. That is what Bob is committed to helping his clients achieve.

Key Accomplishments

    • Author of The Financial Professional’s Guide to Communication, (Financial TimesPress, 2013, 2015).
    • Coaching financial professionals and teams to generate and retain multi-million dollar high net worth and institutional relationships.
    • Developing and presenting the innovative, multi-stage, multi-faceted Premier Forces communication skill-building programs and workshops to thousands of financial professionals since 2003.
    • Delivering keynote addresses, workshops and webinars for large financial firms and professional organizations.

Education, Professional Development & Licenses

B.A., University of Memphis (Summa Cum Laude)

J.D., Washington University School of Law

LL.M. in Taxation, Washington University School of Law

Certified Investment Management Analyst

Certified Investment Strategist

FINRA Series 7, 65 and 24