Financial Planning

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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.

Practice management October 7

Practice management October 7
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.

Practice management Rick Woolfolk October 7

Practice management Rick Woolfolk October 7
Hurricane Matthew: Helping clients before — and after

From teaching disaster prep classes before, to holding hands after, advisers’ best practices for catastrophes.

Practice management Chelsea Emery October 7

Practice management Chelsea Emery October 7
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.

Client communications Carolyn McClanahan August 18

Client communications Carolyn McClanahan August 18