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Securing Your Firm's Future
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
Any advisory business is inherently exposed to risk from all directions—cyber threats, vendor relationships, the rate of change, human error and more. Vanessa will discuss:
• Identifying areas of vulnerability to limit risk exposure
• Strategies for proactively assessing opportunities
• The role you and your team play in protecting your firm’s brand, reputation and future
Vanessa Oligino
Availability: Retired
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
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