This presentation will focus on concrete steps clients can take to safeguard their digital lives, and how financial advisors can coach them into action. As financial advisors, our clients’ financial assets are not secure unless clients are taking steps to lock and monitor their accounts.
The presentation will cover:
- Why digital security is so important
- Concrete tasks clients can take based on their level of sophistication and exposure/risk
- When and how to have the conversation and strategies to encourage clients to action
