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

2. 3 Similar Issues
Business Continuity Planning
Personal Contingency Planning
Business Succession Planning

4. 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?

7. 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?

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

12. 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