Webinars With Industry Experts

Data Breaches And Cyber-Liability For Advisors


Home Depot is expected to pay banks $62 million to cover the $90-million cost to replace 7.4 million debt and credit cards compromised by a cyberattack. eBay, Snapchat, Target, J.P. Morgan Chase, and, of course, Sony have all been breached recently.

 

Cyber-attacks are an increasing threat and investment advisors are high-value targets.

 

The risk of liability and reputational damage associated with such incidents has escalated for RIAs.

 

At this session, you will learn:

• Key differences between an intrusion and a data breach

• Key threats to your business

• Seven steps to prepare for a data breach

• RIAs’ shocking misunderstanding about data leakage

• An effective approach to cyber liability insurance

 

Craig Pollack has over 25 years of experience as a trusted technology advisor working with investment advisors to ensure their business systems and network infrastructure are optimized, safe, and secure. As the CEO of FPA Technology Services, Pollack has built FPA into a leading managed service provider to RIAs in Southern California.

This session is eligible for IMCA® CE and PACE credit toward CLU® and ChFC® designations.

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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