What You'll Learn In Today's Episode:

  • Don’t assume you’ll know what to do in a crisis; be prepared and be your own first responder.
  • Identify potential emergencies in your practice and have a plan of response.
  • Create a disaster recovery plan for your office and conduct drills.
  • Be cautious of taking advice from people without knowledge or experience in a given situation.
  • Debrief and analyze after every incident to learn and improve.

In this episode, Amber recaps Matt and Micah’s conversation about being prepared for emergencies and disasters in both personal and professional life and the illusion of knowing what to do in a crisis. It’s important to prepare for emergencies in your practice, such as employee turnover or loss of clients. In addition, she recaps Jamie’s tips for preparedness, the importance of having a disaster recovery plan, and why you need to be cautious about taking advice from people without knowledge or experience in a given situation.

Resources In Today's Episode:

Recommended Podcast

What Was Your NET Client Flow In 2024? [Episode 291]

Building strong relationships with clients.

See More

Entitlement vs. Intention

New year, new opportunities.

See More

What You Are Entitled To In 2025 [Episode 290]

The new year means new opportunities for advisors.

See More

Contact Us