10 Steps to a Disaster Recovery Plan for Advisory Firms

Do you have a disaster recovery plan? Kirk Hulett, Sr. VP of Strategy and Practice Management for Securities America was recently mentioned in a Financial Planning blog article discussing steps to a disaster recovery plan for advisory firms. Hulett states all firms and advisors need to plan for anything that may trigger disruption to your business and serving your clients. In this article, 10 steps are shown on how to assist you and your firm in building a disaster recovery plan so you can be prepared should the unthinkable occur. To find out how to get started, click on the link below.