Business Continuity Planning – What It Is and Why It’s a Must for Advisors
While the global COVID-19 pandemic provides a striking example of how business conditions can shift dramatically, it's not the only example of why your business might need to suddenly respond to an unanticipated change.
In this video, EVP Sam Febbraro chats with John Novachis, EVP Corporate Development to review the importance of business continuity planning for financial advisors.
As John explains, a business continuity plan is a documented plan and set of practices that gets executed to ensure your business will continue to run as smoothly as possibly when an unforeseen event occurs – whether that’s a sudden death, disability or incapacitation of a business owner.
Listen along as Sam and John discuss the steps you can take to make sure your business is protected from events you don’t expect.
In his latest blog, John Novachis, EVP at Investment Planning Counsel sheds light on emerging trends catching the attention of Advisors, but are these the right choice when considering your succession plan?
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