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Solving the Cybersecurity Riddle

Added on September 2019 in Manage Your Practice
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Summary: Technology has advanced by leaps and bounds in the advisory industry—and so have the risks. As a result, cybersecurity has emerged as a critical issue for advisors to address. But how best to navigate the ever-changing and complex cybersecurity landscape? The advisory industry has taken proactive steps to fight cyberthreats, but there’s more than advisors can do to protect their practices.

10 Steps to Implementing Your Social Prospecting Strategy

Added on September 2019 in Manage Your Practice
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Summary: So you’ve decided to expand your client base through social prospecting. You’ve identified a few community organizations where your high-net-worth prospects are likely to show up and you would be a good fit. (If you haven’t, check out 9 Great, Good and OK Places to Meet Wealthy Prospects.) Now you need a strategy.

The dos and don'ts of naming an RIA

Added on September 2019 in Manage Your Practice
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Summary: Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

Ways Cyberfraud Can Jeopardize Your Clients' Plans

Added on September 2019 in Manage Your Practice
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Summary: With cybercriminals constantly seeking opportunities to separate people from their money, it should come as no surprise that banks and other financial institutions are prime targets of cyberfraud. A recent report by Intsights, a cyber intelligence company, found that more than 25% of all malware attacks are aimed at financial organizations, more than any other industry, and that there were huge year-on-year increases in the numbers of incidents involving credit cards (up 212%), credential leaks (129%) and malicious apps in general (102%).

Advisors Are Struggling with Too Much Technology, Not Too Little

Added on September 2019 in Manage Your Practice
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Summary: The objection we hear most often from prospective clients (delivered in a sarcastic tone) is, “I don’t want to hire an operations and technology consultant.  Not only do I have to pay your fee, but you are going to tell me I can’t continue to do business unless I spend an additional $200,000 on new technology that will undoubtedly streamline my operations and make my staff more productive.  And after spending all that money, I bet I won’t have one new client to show for it!  No, thank you!”

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