Tuesday Apr 01, 2025
Cybersecurity: Help Your Clients Understand How You’re Protecting Their Data – Episode 40
Cybersecurity is a key concern for advisors today—and with good reason, given that it seems there’s a new corporate data breach just about every month.
But while data security may be a big issue for you, you might not realize how important it also is to your high-net-worth clients—or what they want to see from you in this crucial area of their financial lives.
With that in mind, CEG Insights surveyed more than 1,300 investors—84% of whom have a net worth exceeding $1 million.