Latest / The Bucket Plan® On-Demand Series
Data Protection and Fraud Prevention: A Guide for Financial Advisors
As technology continues to evolve faster than we can keep up with, cyber-fraud threats evolve with it. Join host Matt Seitz, Chief Marketing Officer at C2P for an insightful discussion with Carrie Kerskie, author, and president of Kerskie Group LLC, on protecting sensitive client data and preventing digital fraud. As a licensed private investigator providing identity fraud and cyber threat risk management services, Carrie shares practical strategies for safeguarding client information and identifying sophisticated scams. Learn actionable steps to protect your practice and clients from…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.