As an advisor, if your target consumer was attending a local financial workshop, would you go? Would you talk to them? What about the consumers you cannot physically see, but you know are out there?
For many advisors and their clients, many core cybersecurity issues still revolve around identity theft. But there are some low-tech solutions advisors can put in place to make it much harder for thieves to get sensitive information...
Have you created a marketing plan for the coming year? It’s not too late.
