Podcast: What You Must Know About Using the Latest TechnologiesPodcast: What You Must Know About Using the Latest Technologies
What advisors need to know about using the latest technologies in their practices.
May 14, 2019
Sponsored by United Planners Financial Services
With new innovations happening each day, it can be difficult for advisors to find technology that balances their need to maximize their efficiency and brand with the need to perform routine due diligence.
Today, Sheila Cuffari-Agasi and Aaron Spradlin discuss what advisors need to know about using the latest technologies in their practices — especially when it comes to protecting themselves and their clients in a regulatory and legal way.
In this episode, you will learn:
The challenges small businesses and advisors face when it comes to technology
How United Planners works to deliver automation and back office capabilities so advisors can run their businesses the way they want
How regulation works with advisors and vendors
Why your physical security should equal your cybersecurity
How the cleverDome model allows advisors and vendors to meet a due diligence standard
And more!
Join Sheila Cuffari-Agasi and Aaron Spradlin and learn how to make sure you have the proper safeguards in place to protect your client information.
