 There is a need for advisors to put contingency plans and business interruption plans in place immediately. These plans can and should change and grow as your firm does."Mary Ann Buchanan, CEO, RIA Match |
Contingency Planning: 3 Steps to Overcome the Obstacles
Mary Ann Buchanan | ByAllAccounts, August 2014
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Summary: A contingency plan is the first step in a succession plan. If you can take that first step, you are closer to your goal of safeguarding your clients, your employees, the value of your firm and your families. In this artcle, Mary Ann Buchanan provide 3 actionable steps to begin your contingency plan.
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