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Sandy's 4 lessons for financial advisers
Financial advisers who weathered Superstorm Sandy and other natural disasters say they learned four important lessons. Before a disaster strikes, advisers should help clients become comfortable with online meetings; buy a generator to provide backup power; emphasize to clients the importance of documenting even small amounts of property damage; and electronically back up client documents at several secure locations. Find other disaster preparedness and recovery resources on 360 Degrees of Financial Literacy.
Reuters (10/31)

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