Data Security in Financial Planning I had the pleasure of joining XY Planning Network Co-Founder Alan Moore on the network’s podcast this month talking cybersecurity and financial advisors. Data security in financial planning has never…

A Virtual Practice Management Summit for Financial Advisors IMPLEMENT NOW 2015 Starts March 16th! Get $25 off registration with my code! Join me as I discuss cyber security challenges facing our industry. Join me and 21 other…