In this episode we speak with John Clendening, the Founder and CEO of Earned Wealth, a tech-enabled financial services firm focused exclusively on the needs of medical professionals.
Because Earned understands the ins and outs of a doctor’s career, clients benefit from specially trained fiduciary advisors and technology that plans and adjusts for changes throughout a doctor’s working life. Earned also provides medical practice solutions including tax, accounting, payroll, and retirement plan solutions.
John brings over two decades of CEO and President experience in innovative financial services. He most recently served as CEO of Blucora, a publicly traded technology-driven financial services firm offering tax-smart wealth management outcomes for consumers, where he helped to steer the company into new products and to financial success.
John supports Feed the Children. To learn more about this organization click here.
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GrowthCap Partners, LLC has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.
CONTACTING US
If after a significant business disruption you cannot contact us as you usually do at (646) 679-1711, you should go to our website at www.growthcapadvisory.com.
OUR BUSINESS CONTINUITY PLAN
Our Business Continuity Plan addresses all areas affected by a business disruption of any type, including data backup and recovery; financial and operational assessments; alternative communications with clients, employees and regulators; alternate physical location of employees; critical supplier, contractor and bank impact; and regulatory reporting. Our Business Continuity Plan is designed to enable us to recover and restore business operations as quickly as possible, safeguard employees and property, protect the our books and records, and assure clients prompt service through alternative offices.
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We take advantage of the our multistate office system by providing alternate locations from which our employees can temporarily perform essential business functions in the event of a firm or community-wide disruption. The decision to conduct operations from an alternate location will be made as soon as we determine the severity of the business disruption. Provisions have also been made for clients to continue to be able to contact our employees.
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If you have questions about our business continuity planning, you can contact us at (646) 679-1711.
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