Skip to content
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!

 

 

Latest Articles

The ROI of Retention
Succession

The ROI of Retention

Discover the strategic importance of advisor retention and its impact on growth in financial services. Learn actionable insights from our c...

January 20, 2025

Cerulli Report Highlights Advisor Headcount Stagnation and Succession Planning Challenges
Succession Planning & Management

Cerulli Report Highlights Advisor Headcount Stagnation and Succession Planning Challenges

Advisor headcount is stagnating, and succession planning is critical as many advisors near retirement. Discover how FindBob's solutions add...

January 17, 2025

Our Spotlight in the Global Insurance Accelerator Alumni Series
Industry

Our Spotlight in the Global Insurance Accelerator Alumni Series

FindBob celebrates recognition in the GIA Alumni Spotlight, reflecting on our innovative journey in the insurance industry and future plans...

January 15, 2025