Continuity Planning For Advisors

Continuity Planning For Advisors
Chris Winn
08/13/10 4 PM EST
3.3
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Is your Business Continuity Plan collecting dust on the shelf? Can you actually run your business during a power outage? Afraid to take a vacation?

Chris Winn, Managing Principal of AdvisorAssist, will take you through the requirements and best practices for developing a Business Continuity Plan that will actually add value to your practice.

In this webinar, you will learn:

  • Requirements for implementing a sound Business Continuity Plan
  • Planning for "Every Day", not just a disaster
  • Protecting client data
  • Testing your BCP Plan
  • Virtualization of your practice

Guest speaker Chris Winn is a Co-founder and Managing Principal of Advisor Assist, a firm dedicated to assisting advisors with regulatory compliance, business strategy and operations matters. Chris has over 17 years of experience in assisting advisors in starting, growing, and protecting their practices.


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