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Fake Planners Prowling The Houston Area Preying On The Elderly
The success of the "financial planner" certification in capturing the imagination and trust of the public is evident in the sad fact that criminals are now using it to worm their way into the homes of the elderly.
A door-to-door identity theft scam in the Houston-Galveston region is picking up credit card numbers and other sensitive financial information from seniors by posing as an itinerant planner.
The crook doesn't actively solicit funds from the people he drops in on, claiming to be a planner "with the Area Agency of Aging" -- a real organization. Instead, he gets them to install "debt solving software" on their computers, which then harvests their account information for later use.
Naturally, your clients are not going to be susceptible to this, but if one crook has the idea, you can bet it will spread around the country fairly quickly. If you have contacts in the local senior services community, it's good citizenship -- and good outreach -- to let them know they should keep their eyes out.
And of course, the fewer fake "planners" out there, the better.
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
Seeing is Believing.
See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
