It’s easier than ever to stay connected, work more efficiently and stay organized – plus the digital world is greener than putting everything to paper.
Sounds perfect, right?
Well, almost. With everything online or in a cloud, there’s one major concern: cybersecurity.
Cybersecurity is crucial for both financial advisors and their clients to understand, especially when handling information such as social security numbers, financial accounts and other personal information.
Watch the webinar hosted by Carson’s Chief Information Officer Ben Mathis and Associate Vice President of Business Development Ethan Goff.
They dive into cybersecurity and how to better protect your firm, yourself and your clients.
Some main points include:
Watch the webinar by filling out the form today!