AdvisorRadio: Actionable Insights for Thriving Advisors

The SolarWinds vulnerability, which allows hackers to get into the systems of government agencies like the Departments of Treasury and Defense, and Fortune 500 companies like Microsoft as well, was a massive cybersecurity breach. It's fallout and scope is hard to even imagine.

There are important cybersecurity lessons to take away from the situation and to share with clients and members of your team.

Kathy was working from home and received a text message "from" Venmo asking her to validate recent charges she hadn't made. Her bank account being linked to her Venmo account, panic took over, and she called the number from the text right away. A short conversation with a "Venmo rep" stressing urgent action later, and Kathy was out $6500. She was the victim of a new Venmo scam.

Learn everything about this scam, including how to protect yourself and your clients, in this edition of the HackTalk podcast.

HackTalk: With everyone working from home and many students learning remotely, hackers and scammers are on the attack. People and businesses need guidance on cybersecurity. In this episode of HackTalk, learn how to present cybersecurity webinars that will educate on this in-demand topic and earn attendees' gratitude.

Plus, learn remote work security tips that can keep your team's, and your clients', data safe, and hear the latest on the TikTok ban situation--is it really unsafe?

What's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.

What's Working Now: This advisor realized that most of his clients were burdened by student loan debt and took on the challenge of learning its complexities.

Jeff Levine, co-creator of the Savvy Tax Planning Program, joins Sean Bailey to discuss the tax planning issues small business owners need to stay abreast of--and that includes advisors themselves.

What's Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.

Building relationships as a financial advisor virtually is not the same as doing it in person. Listen to David J.P. Fisher, author of "Hyper-Connected Selling" share his tips and tools for online relationship building with Ellen Rogin.

This marketing consultant has learned plenty in pivoting from providing concierge service for seminars to setting up webinars—from filling seats to smoothing the technology experience for the advisor. Check out his tips for making the most hay from any online workshop.

Listen as Debra Taylor and Sean Bailey discuss the tax breaks contained in the CARES Act and how you need to be communicating that to clients.