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.
This fact-finder questionnaire will help you secure your clients' loyalty, referrals and future business.
Jensen explores the growth trend of passively managed funds and urges investors to look beneath the hood when selecting a strategy.
Learn more about how behavioral biases affect the investor and advisor decision-making process with this collection of articles from IMCA's Investments & Wealth Monitor.
Apr 01, 2014
Regardless of the level of wealth that your clients enjoy, if you’re not providing them with knowledgeable advice about when and how to take their...
Mar 25, 2014
Practice Management and coaching won’t get you where you want to go. You must look beyond your practice and take on a more holistic view...
Feb 25, 2014
Join ThinkAdvisor for this live, interactive webcast and hear from industry executives regarding the investment opportunities surrounding alternative investments.