If you're like most advisors you understand the importance of business continuity but need a way to get started. In this session, Roland Chan, CEO of FindBob will help you assess your practice's state of readiness in the event you unexpectedly are unable to come to the office tomorrow from both an operational and service perspective.
Next, he'll outline the three Ps to Business Continuity Success - Planning, Partnering and Protecting. Finally, he'll give you actionable tasks to complete on NAIFA-Texas' Connex Platform that will allow you for once and for all to establish a Business Continuity Plan that will protect your clients, your staff, and your family! Not only will this session create some efficiency with respect to Business Continuity, you'll ultimately save money and increase your business's value and come away with at least one new client marketing idea!
Business Continuity Planning is every advisor's responsibility.
Regardless if you're a new or seasoned advisor it's every advisor's responsibility to put a plan in place. If doing so for your loved ones and staff isn't enough of a reason, remember you have an obligation to your clients to put a plan in place that will be their for the duration of their lifetimes and be prepared in the event of the unexpected.
NAIFA-Texas is here to help.
Introducing NAIFA-Texas's New Business Continuity Builder. If you have not yet set up a business continuity plan, NAIFA-Texas will get you moving with its FREE member benefit. In the event of an unexpected disruption to your business, the important elements of your effective business continuity plan will eliminate confusion and ensure a continuation of service. Your plan will maintain the security of sensitive information and generate value for key stakeholders such as your spouse, family members, and business partners.
With NAIFA-Texas' Business Continuity Builder, here’s what you can do:
Register now to get exclusive access and custom tailored 1-on-1 support from the NAIFA-Texas Connex Customer Success Team!