With new improvements taking place every day, it may be troublesome for advisors to search out expertise that balances their want to maximise their effectivity and model with the necessity to carry out routine due diligence.
At the moment, Sheila Cuffari-Agasi and Aaron Spradlin talk about what advisors have to learn about utilizing the newest applied sciences of their practices — particularly in the case of defending themselves and their shoppers in a regulatory and authorized method.
On this episode, you'll study:
The challenges small companies and advisors face in the case of expertise
How United Planners works to ship automation and again workplace capabilities so advisors can run their companies the best way they need
How regulation works with advisors and distributors
Why your bodily safety ought to equal your cybersecurity
How the cleverDome mannequin permits advisors and distributors to satisfy a due diligence customary
And extra!
Be part of Sheila Cuffari-Agasi and Aaron Spradlin and learn to be sure you have the correct safeguards in place to guard your shopper data.
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