Continue in
4
seconds
For the independent advisor
For the independent advisor
Login
Register
Resources
Events
Practice
Portfolio
Industry
Voices
Search
Search
Practice
Portfolio
Industry
Voices
Resources
Events
search goes here
Crisis management
Voices
How one adviser coped as Hurricane Matthew bore down
Carolyn McClanahan
Director of Planning
Life Planning Partners
Putting a disaster plan into effect to protect a practice and a home in Florida.
Swirling winds, rising waters: Prepare your practice for a natural disaster
Adviser Rick Woolfolk, who is also a Civil Air Patrol representative for the U.S. Air Force, offers survival tips for firms. Woolfolk’s practice is located in Texas' Tornado Alley region.
Hurricane Matthew: Helping clients before — and after
From teaching disaster prep classes before, to holding hands after, advisers’ best practices for catastrophes.
Speechless: When a client's comment stuns her adviser
"I have a terminal illness." "My daughter is in rehab." How planners can respond to disturbing comments or questions.
