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.
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It’s safe to say that we live in a world dominated by technology. With advancements happening at an exponential rate across every industry, it comes at no surprise when I say that …
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Originally published on www.tomhegna.com Ever have a client immediately object to your financial products when they walk through the door to an appointment? Objections are inevitable.