Joel Drake, a technology specialist, joins the show for the most actionable episode yet. We are discussing the top four must-dos for advisers and their clients to stay secure in today’s digital world. Download the one-page checklist and follow along at InnovatingAdvice.com. We also discuss leveraging the tools you already have for increased efficiency.

You’ll Learn

The importance of cybersecurity and the #1 thing advisers can do to increase their level of security.
Where to start with cybersecurity and why you should bring your clients along on the journey.
How facial/emotion recognition software impacts risk tolerance outcomes.
What one of the most underutilized tools that advisers already have is.
What to watch out for in technology and solutions marketed to financial advisers.

Guest Bio

Joel Drake is a Systems Analyst at TownSquare Capital. Joel's role is all about helping TownSquare Capital and its advisors leverage technology to enable them to spend more time focused on providing value to their clients.

Resources

One-page checklist with links: Cybersecurity: Top Four Must-Dos
Joel’s LinkedIn
TownSquare Capital website
NVISO: Facial Recognition
Genivity
FP Alpha
PreciseFP
Orion Advisor Tech
LaserApp

IA 016: Cybersecurity and Technology with Joel Drake 53:31 Share

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Shownotes Transcript

IA 016: Cybersecurity and Technology with Joel Drake