Skip to content
Back to Blog
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,

Latest Articles

Bridging the Gap: Tackling the Financial Advisor Shortage
Industry

Bridging the Gap: Tackling the Financial Advisor Shortage

Explore the urgent issue of the financial advisor shortage as we approach 2034. Discover innovative recruitment strategies, retention tacti...

March 25, 2025

Succession Planning: A Global Challenge for Financial Advisors
Industry

Succession Planning: A Global Challenge for Financial Advisors

Succession planning is a global challenge for financial advisors, with many failing to prioritize it, risking business continuity and value...

March 17, 2025

Market Insights: 2025 Advisor M&A Review
Industry

Market Insights: 2025 Advisor M&A Review

Explore key insights from Succession Resource Group's 2025 Advisor M&A Review on market trends, valuations, and succession planning in the ...

February 26, 2025