Webinars With Industry Experts

Data Security For Financial Advisors

 

 

Do you have data security policies in place? Is your wireless network using WEP encryption, which is easy to hack, instead of WPA2 encryption? Are you using Web-based apps that employ intrusion prevention systems?

For financial advisors, technical mumbo jumbo often gets in the way of understanding how to protect your clients’ data. At this session, you’ll get the plain English version about data security for advisors, and you will learn:

  • What to include in your data security policies
  • What to ask Web-based vendors about their security
  • Why free Web-based apps can pose a security risk
  • How to create and manage strong passwords

Speaker Brian Edelman, CEO of Financial Computer Services and a blogger on Advisors4Advisors, has been consulting advisors on IT and security for over 20 years. Speaker Andrew Gluck, is Editor of A4A and CEO of Advisor Products, which offers AdvisorVault.

 

Note: This session is eligible for IMCA CE credit for CIMA®, CIMC®, and CPWA® certifications but is NOT eligible for CFP® 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
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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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