Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
This week, we are focused on preparing for the unforeseen. These are topics we don’t like to think about, but they can’t be overlooked. We are looking at cybersecurity, preparing for emergency situations, and common financial scams. Our first piece this week is an in-depth look at how to defend digital data. Next, we have an insightful blog about disasters and how to prepare your clients and their financial well-being. Our final piece looks at common fraud schemes that can financially harm your clients.
Evaluating your cybersecurity preparedness is critical. Clients are concerned about where their data is being stored and who has access to it. This white paper will help you understand your digital strengths and weaknesses in all areas of your business.
The scary reality is that disasters can strike at any time. This piece covers 3 steps to take now to prepare for unforeseen disasters.
Staying on top of the most common types of financial scams that may harm the clients you serve is important. This piece walks through common scams and fraud tactics to be keenly aware of.
