Webinars With Industry Experts

Privacy Law, Data Security And Financial Advisors

New privacy laws enacted in Massachusetts and Nevada are part of a national trend imposing additional responsibilities on advisors.
If your firm’s computers, PDAs, or servers store Social Security numbers and other personally identifiable information (PII) about your clients, it’s wise to attend this session to learn about:

  • When you must comply with privacy laws enacted by states other than your home state
  • Policies to document to mitigate your risk
  • Measures you must take to protect PII
  • Required notifications in the event of a breach

Tavelli is an associate in the Privacy and Data Security Practice Group of Proskauer Rose LLP, an international law firm founded in 1875. His work focuses on state and federal laws governing privacy and data security, including the Gramm-Leach-Bliley Act, the Electronic Communications Privacy Act, CAN-SPAM Act, security breach notification laws, and data security and disposal requirements.

 

This webinar is approved for IMCA CE credit.

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
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

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.

 

SCHEDULE A DEMO