With 2024 fast approaching, there is plenty to be done before the end of the year. This is why Vanderbilt wanted to provide a checklist of things all financial professionals should do before January 1. These 5 things can be beneficial in getting off on the right foot in 2024 and help with making it a successful year for you, your team, and your clients.
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As we continue to navigate an increasingly interconnected world, it is crucial that we remain vigilant in safeguarding our sensitive data and information and in protecting a financial professional's own and client data from potential threats. Cybersecurity is a responsibility, and each financial professional must do everything they can to maintain the security, integrity, and confidentiality of their client's data.
Spam and phishing is an unfortunate reality for all businesses to combat. In order to maintain a secure, compliant, and successful business, we must protect ourselves against phishing by becoming vigilant and smart in our daily activities.
Cybersecurity is something all financial advisors need to master in order to maintain a successful, compliant, and secure business. Some financial advisors just buy antivirus and firewall software and then forget about it.