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Securing Your Firm's Future - NAPFA Credit Only

  • Author: Vanessa Oligino
  • Category: K-Marketing and Practice Management
  • Published: 07/25/2019
  • Member: $0.00
  • Non-Member: $39.00

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

1 NAPFA CE in K - Marketing and Practice Management will be posted in your NAPFA CE record after downloading this recording.

This is a recorded webinar from July 2019.

After purchase, you may access your recorded self-study courses under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.