As cyber threats rise and regulations tighten, wealth management firms face growing risks. This workshop delivers actionable insights for CEOs, covering the SEC’s new cybersecurity rules and practical steps for protection. Industry leaders will break down common myths, introduce key cybersecurity strategies, and share detailed protocols to shield your firm and clients from today’s most sophisticated threats.
Who walks in next? A hippie from Colorado. He’s like, “Hey, man, do you mind if I join, too?” I’m thinking to myself, what is going on here? A Catholic priest, a born-again Baptist minister, a hippie from Colorado, and a businessman? It sounds like the start of a bad joke, but I move over, and he sits down next to me.
As above suggests, not once do I mention wealth management, financial advice, growth, or even marketing. Make sure to take a peak at my thoughts on the lost art of disagreement.
