The goal for financial professionals is not only to help clients with investments but also to help them keep those investments and their personal information safe. Identity theft protection is a crucial topic for financial professionals to discuss with clients. That is why for National Identity Theft Prevention and Awareness Month we want to provide some key tips you can share with your clients:
Topics: Financial Advising, Financial Technology, Independent Financial Advisor, Client Relationships, phishing, Email, Financial Literacy, financial stress, Advisor Tools, Identity Theft, Identity Theft Protection, Client Tips
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.
Topics: Financial Advisors, Financial Technology, Cybersecurity, phishing, Financial Fraud, finance, infographic
Topics: Financial Advisors, Financial Technology, Cybersecurity, phishing, Email