From ThinkAdvisor
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Summary: Advisors better move quickly to enhance their cybersecurity policies and operational infrastructures to respond to a report recently issued by the Securities and Exchange Commission’s Office of Compliance and Inspections.
From wealthmanagement.com
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Summary: We recently launched a turn-key video solution for financial advisors called Oechsli Mobile. We always learn a lot from running a new program and one thing we’ve learned in this one is ... nobody likes the way they look on camera. This tends to fade over time, but at first, it’s hard to watch yourself. Remember, this is in your head, not other people’s. Also remember, nobody is great at video at first, but you only get better through volume.
From wealthmanagement.com
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Summary: Speaking as someone who has spent hundreds of hours helping financial advisors generate reliable, qualified leads over the years, I understand first-hand what an important goal this is for many people. I also understand that there’s no “one right way” in which to do it—every business is unique and you need the type of strategy that will play directly into that fact, broadcasting exactly what it is that makes you unique to the widest possible audience.
From Financial Planning
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Summary: As you layer up before venturing outside in frigid weather, you know it’s the base layer of protection closest to your skin that’s key to staying warm and dry. The same logic applies to managing and protecting your firm’s technology.
From ThinkAdvisor
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Summary: Look to your right, then to your left. Odds are, you’ll see at least one team hard at work — and for a few good reasons.
