Disaster Planning For RIAs

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7 reviews with 4 stars

19 reviews

 
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(Updated: April 07, 2016)
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(Updated: April 07, 2016)
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Interesting discussion and good vehicle for raising awareness of some of these issues. Slight tilt at times towards marketing the presenter's company (including short video) but the same is true for Chris Winn and a few others who speak to A4A membership. Very useful for checklist of items which should be considered by all advisors. Good info overall.

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(Updated: April 07, 2016)
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(Updated: April 07, 2016)
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provoked some thought on my part

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