Episode 77 - How RIAs Can Avoid A High RON By Investing In A Few Cybersecurity Basics
Listen now
Description
David Kakish, CEO of RIA WorkSpace says that financial advisors often like to ask about the ROI of investing in cybersecurity solutions... that's the wrong question. They should be asking what's the RON (Return On Negligence) of not investing in cybersecurity. On this episode, David shares some simple tips that RIAs and independent financial advisors can use to boost their firm's cybersecurity to better protect their clients and their business. David and Mike Langford also share a few other suggestions for upping your tech stack on a budget.
More Episodes
Patrick Spencer, Managing Director of Moneytree Software, joins Mike Langford to explore how financial advisors can enhance client relationships through technology. They discuss the evolution of Moneytree, the importance of goals-based planning and Monte Carlo simulations, and the critical role...
Published 11/01/24
Published 11/01/24
Jon Randall of XFA.Coach joins Mike Langford for an innovative exploration of strategies for growing financial advisory businesses. The conversation delves into the unique approach of XFA, the common constraints faced by advisors, and the importance of client optimization and...
Published 09/19/24