Immunizing your Clients from Fraud and Cyber Threats

Most advisor's security efforts have focused on making sure they are not the vector for fraud or cyber attacks on their clients. These efforts have included: vetting your online providers, using a password manager, encrypting hard drives, offsite backup and training your staff on online hygiene. Unfortunately, our clients are still at risk from many other direction and advisors are often in the best position to help them reduce that risk. This session will go over some of the latest frauds and cyber risks and how you can help protect your clients. And if there is time, we might give a quick refresher on those things everybody is already supposed to be doing :-).