The COVID-19 pandemic was an unwelcome and unexpected game changer for most Americans. Many watched their retirement nest egg wither or faced short-term financial challenges as well as the prospect of life-threatening illness for themselves or loved ones.
With a growing number of associates working outside of secure office environments during the coronavirus outbreak, the door is wide open to more cyber vulnerabilities. To help you protect your home network, our Threat Intelligence Advisory team would like to share a few insights and tips to avoid cyber risks.
As we navigate through a time of great uncertainty, there are some practical things you can do right now in order to not only continue providing outstanding service to your clients, but also to care for your own well-being.
With the holiday season now upon us; we see people becoming more benevolent and willing to give of their time, resources and energy to charitable organizations. As you enjoy this time of year, consider the many ways you can give back to help others around you as a financial advisor – will you consider donating your time to teach financial education to high school students or will you promote financial wellness for families? Either way, no matter what act of kindness you consider doing, it will be well worth the effort.
What lens are you looking through? Your lens could be your values, beliefs, convictions, or your biases. If the lens that you’re looking through is a bias, not only can it distort your view, but it can also impact your decision making.
The shared need among advisors for added value on every channel has created an important opportunity for partner firms. Access to product and performance of that product is clearly important but delivering best-in-class value add content plays a crucial role in the practices of an advisor across all channels.
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