The Perfect RIA

Crisis Preparedness and Disaster Recovery


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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:

- Episode Website - No One Will Fix It For You - Sinking Ships

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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