Client-Focused Financial Seminars that Build Loyalty & Value
Entertaining Finacial Wellness Events for Advisors Looking to Add Client Value & Protect Critical Data
No one is in a better position to educate financially savvy customers about protecting identity and net worth than bankers, brokers, agents, accountants and full-fledged financial advisors. Not only do you serve as your client’s trusted advisor and have their “financial ear,” but you also have an ethical responsibility to help them protect their wealth against crimes like identity theft, online fraud and cyber extortion. Here’s the good news: by hosting financial seminars targeting fraud protection training, risk management seminars and identity theft workshops, you create a safer, more loyal customer.
John has delivered cyber-specific financial seminars to more than 100,000 FI customers. His financial presentations cover the most relevant aspects of identity theft prevention, online privacy, social media exposure, mobile technology, cloud computing and Internet banking and investing. Imagine your customers being fully educated about how to protect their financial and informational assets and attributing their increased security to your brand. They will be happier, less likely to defect to automated investment tools and less susceptible to fraud. Safe customers are profitable customers.