Your business resumption plan is only good if it works, and if all your staff--even the recently added ones--are trained on what to do in the event of an emergency. One of my favorite ways to determine if your staff truly understands the business resumption plan is to run a surprise test. Not having an opportunity to "prepare" for a test lets you see who can react quickly and remember what needs to be done. Of course you wouldn't do this on a busy day, but pick a day when it is a little quieter around the office. A surprise test also best mimics a power outage, which is one of the more common events that impacts advisors.
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ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level.
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Join this complimentary webcast to discover how the top three SMA Mangers of the Year beat their peers by consistently delivering alpha.