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Summary: After spending most of a decade offering guidance and stern warnings, regulators are ready to put enforcement muscle behind cybersecurity rules.
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Summary: Soft skills have become something of a lost art across a number of industries, particularly in financial services. Emerging technologies like machine learning and artificial intelligence have led many firms to emphasize technical and analytical skills. Unfortunately, with that pivot often follows a shift away from the rapport between advisors and their clients or prospects.
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Summary: I just read a story on social media about some guy who time-traveled here from 2030 to tell us what's going to happen this year.
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Summary: While we near the end of a devastating year of personnel information exposures, through major data breaches and scams, the threats from a number of directions continues.
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Summary: Welcome back to the 104th episode of Financial Advisor Success Podcast. This week’s guest is Saundra Davis. Saundra is the founder of Sage Financial Solutions, which provides training and develops certification programs to teach people the skills of financial coaching.
