Advisors work hard to make sure their clients are prepared to handle setbacks that could derail their financial lifestyles. But what about when advisors' own businesses are derailed?
Continuity planning sometimes takes a backseat to the more immediate concerns of running a business and serving clients. As Harvey bears down on Houston and the surrounding areas, we wondered what lessons advisors could take from previous natural disasters like Hurricane Katrina or Hurricane Sandy that could help them get back to serving clients.
