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.
Despite brighter equity prospects outside the U.S, your clients may be underinvested in international and emerging markets equities. Help them take full advantage of non-U.S....
Explore ways in which you can manage client expectations - while still delivering the best possible experience - with the help of an advisor team.
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