No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
TheStreet: A host of biometrics are competing to become the dominant security method in the financial-services industry.
Cybersecurity is a huge problem and no one seems to be offering solutions. As financial advisors, we need to prepare now for what regulators will be throwing at us—and understand how to protect ourselves, our business, and our clients.
You may not know it, but you stand a much greater chance of falling victim to identity theft today than you did a few years ago.
As evidenced by an alert from the SEC earlier this year, advisors, fund managers, and broker-dealers must know the risks involved and have policies and systems in place to safeguard sensitive data.
Other than offering your advice, there's a less risky way to build stature, trust, and credibility. You can get the job done by presenting ideas that help investors visualize where the world is headed and how they can be prepared.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025