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Protecting What Matters Most: Cybersecurity Strategies for High-Net-Worth Families – Episode 50

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Manage episode 505358967 series 3518816
Content provided by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What really works these days with moving upmarket and serving high-net-worth clients is positioning yourself as an advocate to meet all of their wealth management and financial needs. And one of the most important issues that individuals are facing today is cybersecurity.

Cybercrime losses hit $16.6 billion in 2024. That’s up six-fold in just five years. Many of those dollars vanished from the personal lives of executives, affluent business owners and the families that financial advisors serve.

The good news: You can turn that risk into a relationship-strengthening opportunity. To find out how, we reached out to Sarah Rosen from BlackCloak, a cybersecurity firm that specializes in working with corporate executives and HNW families.

Watch, read or listen to find out more on our website for top financial advisors at CEG Worldwide.

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 505358967 series 3518816
Content provided by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

What really works these days with moving upmarket and serving high-net-worth clients is positioning yourself as an advocate to meet all of their wealth management and financial needs. And one of the most important issues that individuals are facing today is cybersecurity.

Cybercrime losses hit $16.6 billion in 2024. That’s up six-fold in just five years. Many of those dollars vanished from the personal lives of executives, affluent business owners and the families that financial advisors serve.

The good news: You can turn that risk into a relationship-strengthening opportunity. To find out how, we reached out to Sarah Rosen from BlackCloak, a cybersecurity firm that specializes in working with corporate executives and HNW families.

Watch, read or listen to find out more on our website for top financial advisors at CEG Worldwide.

  continue reading

50 episodes

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