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Onderwerp
Inspiring Insights: Emergency Continuity Planning: Protecting Your Business and Your Clients
Datum en tijd

Geselecteerde sessies:

27 sep 2023 08:00 p.m.

Beschrijving
While the emphasis in the industry has been on advisor succession, Katie Burke and Bridget Grimes share their journey of protecting their businesses from the “what if” scenarios in this Emergency Continuity Planning presentation. They emphasize an understanding that it is their fiduciary responsibility to ensure that clients and their families are protected should the unexpected happen to one of them. A big consideration in a continuity plan is finding the right partners, and being part of a community of like-minded advisors makes this contingency much easier to implement. Burke and Grimes explore questions on monetization, valuation, transition, and communication as part of continuity planning. With a plan in place, advisors can feel secure knowing their families and clients are protected from unthinkable scenarios. In this Inspiring Insights Webinar attendees will learn: • Why it is important to think now about your continuity planning • Steps to take to support key company activities during crisis and beyond • How having a plan in place can build client confidence and trust