Financial professionals and fintech don’t usually hold the rosiest of relationships. Some financial pros view fintech as a threat to their existence. But in reality, they need fintech to continue being effective planners. We’re closing in on a do-or-die time for financial professionals.
Having client information is important. Protecting client information, well, that’s even more important. Because as you’ve probably noticed, cybersecurity is a major priority in the industry today.
Updated August 7, 2024, at 4:21 PM Are life insurance cover letters needed for every client situation? The short answer is no. But if you’ve been in the business for even a …