Building a Personalized Disaster Plan for Clients: Pt. 3—Create a Trusted Relationship Group
In the third blog in our series, how to build a trusted group of professionals who can help after a disaster, and five simple, achievable steps to build a personalized disaster plan.
Building a Personalized Disaster Plan for Clients: Pt. 2—The 4 Big Post-Disaster Dangers
When it comes to a disaster plan, make sure clients first create a disaster supply kit, and then prepare to address identity theft, insurance claims and a death in the family.
Building a Personalized Disaster Plan for Clients—Pt. 1: The Documents
In the midst of natural disasters, a reminder to advisors on which documents your clients should safeguard to ease the post-disaster recovery process.