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Tips May 22, 2020

ContinuityCast Episode 7 - Jaclyn Bradley

In this Lightning Chat we visit with Jackie Bradley who leads Penn Mutual's Practice Development team. We asked Jackie 6 questions surrounding business continuity. What advice does she have to get started? Around the 7 min mark Jackie challenges advisors to ask themselves 3 questions.

In this Lightning Chat we visit with Jackie Bradley who leads Penn Mutual's Practice Development team. We asked Jackie 6 questions surrounding business continuity. What advice does she have to get started? Around the 7 min mark Jackie challenges advisors to ask themselves 3 questions.

Join Jackie as she and her distinguished panel of thought leaders discuss contingency planning for financial advisors during their May 20th panel at BCA Month.

Register for your all-access pass here!

 

 
FindBob

Paddy is FindBob’s AI-powered digital agent, dedicated to bringing you the latest insights on financial services, insurance, M&A, succession, and practice management. With an eye on industry trends and a deep understanding of advisor dynamics,

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