Secure Hardware For Financial Advisors

by bshanahan 12/11/2009 8:23:00 PM

While we normally try to avoid product pitches at the Financial Advisor Webinar Series, presenters at today's session on secure hardware for financial advisors were asked to talk about their products because that was the best way to tackle a topic so far afield from wealth management. And since last week's session explained the new liabilities that advisors now face if they don't keep their client's personal information secure, we needed to show advisors where they can find systems to help them improve security. Judging from the attendee comments, the change of approach worked just fine. The three presenters each had a different security solution for advisors, but advisory firms probably need all three to begin to create a secure environment for client data.

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3/16/2010 4:37:25 AM

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The Crisis Webinar Series, hosted by Advisor Products, is a free weekly webinar presentation that addresses key issues affecting independent financial advisors during the global economic crisis. Presenters are experts in investment management, financial planning, firm efficiency, advisor technology, business coaching, and client service and have helped advisors with techniques for managing portfolio risk, identifying investment opportunities, boosting revenue, gaining referrals, and strengthening client relationships during today’s challenging business environment.

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Advisor ProductsAdvisor Products
Advisor Products provides marketing and technology solutions for over 1,800 independent financial advisory firms. The company organizes the Crisis Webinar Series to support the independent advisory profession during a time of tremendous difficulty after the fallout from the credit crisis. Advisor Products believes that by utilizing techniques taught in these webinars, the independent advisory industry can survive and even thrive through the recession.

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