Strengthening Client Security with YourCyber.Life + Wealthbox (CFP® CE)

Cybersecurity is no longer just an internal concern. Clients are increasingly looking to their advisors for guidance on how to protect their personal and financial information.

In this session, we’ll explore how advisors can take a more proactive role in client cybersecurity, especially in light of recent high-profile data breaches. Learn best practices for educating clients, responding to incidents, and using your CRM to track and manage cybersecurity-related activity. We’ll show how integrating cybersecurity into your workflows not only protects your clients but also strengthens trust and deepens your role as a strategic partner.

This webinar will cover:

1. Key trends and risks shaping cybersecurity for advisory firms and their clients
2. Best practices for guiding clients on protecting their personal and financial data
3. How to track cybersecurity conversations, incidents, and follow-ups in your CRM
4. Ways to build repeatable workflows for ongoing client protection and communication

*This webinar was eligible for 0.5 CFP® CE credits. A live participant was required to attend the entire virtual event to receive credit.