We also talk about how to encrypt your data and the ways you access your data, such as cell phones, laptops, and desktops. We cover a lot of ground in this episode, but on every topic we cover, Blane has actionable advice that can be easily adopted by any Financial Planner this week. You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/43" target="_blank" rel= "noopener">https://www.xyplanningnetwork.com/43</a>

We also talk about how to encrypt your data and the ways you access your data, such as cell phones, laptops, and desktops. We cover a lot of ground in this episode, but on every topic we cover, Blane has actionable advice that can be easily adopted by any Financial Planner this week. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/43

We also talk about how to encrypt your data and the ways you access your data, such as cell phones, laptops, and desktops. We cover a lot of ground in this episode, but on every topic we cover, Blane has actionable advice that can be easily adopted by any Financial Planner this week. You can find show notes and more information by clicking here: <a href="https://www.xyplanningnetwork.com/43" rel="noopener noreferrer">https://www.xyplanningnetwork.com/43</a>

Ep #43: Data Security in Financial Planning with Blane Warrene

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.

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Ep #43: Data Security in Financial Planning with Blane Warrene

Ep #43: Data Security in Financial Planning with Blane Warrene

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