THE Financial Services NETWORK Planning for Next Season –

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Presentation transcript:

THE Financial Services NETWORK Planning for Next Season – Continuity, Contingency & Succession Ideas

3 Similar Issues Business Continuity Planning Personal Contingency Planning Business Succession Planning

Business Continuity Planning Level of Response – EOTWAWKI or phones out What is the backup plan? Who is involved? How are you going to execute? How do you continue to service your clients?

Personal Contingency Plan Do you trust someone with your clients? Is there value/equity in your business? More focused on a backup plan for the time being?

Succession Planning No “Right” Answer Longer and more detailed Engage us in a conversation

Benefits of Being a Part of the NETWORK – you can find solutions for all of these right here with your NETWORK peers Business Continuity Planning Personal Contingency Planning Business Succession Planning