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Give Your Remote Work Environment a Security Checkup

Added on April 2020 in Manage Your Practice
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Summary: It will probably be several months—or perhaps the year 2021—before we have firm data on just how many in the American workforce actually worked from home during part, or all, of the COVID-19 pandemic. It will likely take longer to study, collect, collate, analyze and accurately report on how and when peak internet usage occurred in different parts of the country, and among major enterprises and companies. 

Key Tech Steps for RIAs Working From Home

Added on April 2020 in Manage Your Practice
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Summary: There are five key guidelines for RIAs to follow while working remotely from home during the coronavirus pandemic, according to Wes Stillman, CEO of RightSize Solutions, a provider of cloud-based cybersecurity and IT management solutions for the RIA industry.

How a Top Advisor Is Communicating in a Crisis

Added on April 2020 in Manage Your Practice
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Summary: Catherine Valega is a fluent in both numbers and multiple languages. In fact, if she hadn’t started her career on the Lehman Brothers bond trading floor, she might have been a full-time linguist.

Prospecting in a time of crisis

Added on March 2020 in Manage Your Practice
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Summary: Can financial advisors achieve net organic client growth in a time of crisis?Yes, RIA executives say: by deftly handling inbound inquiries and judiciously strategizing outbound marketing and prospecting.

WEBINAR: Cyber Security Work-from-Home Best Practices

Added on March 2020 in Manage Your Practice
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Tuesday, March 31st at 2pm ET / 1pm CT / 11 am PT

In this educational webinar, we will discuss why best tech management practices become even more critical in the evolving work-from-home business environment.  Learn more

Topics addressed include:

  • Contingency/Continuity planning
  • Managing work-from-home issues
  • Phishing email scams
  • Resources for RIAs and their clients

Register Here

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