Human behaviours in the digital world should reflect what we do physically in the analog world.
What I mean by that is in a physical sense, we would all bend over backwards to help our clients and keep them safe, but so often, those behaviours are not reflected in the digital world of protecting clients' data. It's fair to say it's not intentional; we don't know what we don't know. But what we do know, is it is a recognised unknown, so we should take the time to find out what you and your team can do. Episode 6 of the CPD Masterclass covers a few of these unknowns, but the list is long and requires a bit more time to change habits, behaviours, and culture. What are your analogies for helping your team understand the seriousness of protecting your client's data? Don't forget to check out Episode Six and get your CPD! Episode 6: Sizing up cyber risk | AdviselyAre all the advisers in your practice on the same page?
Have you tuned in to episode 4 of the Advisely Growth Masterclass series? If not, I highly encourage you to check out the episode here. In the episode, the Twomeys leaders take some time out with rod at Business Health to make sure they’re aligned in their vision for the business. This is a live thread to discuss all things relating to episode 4 so please share your thoughts! Here are some questions to get you started: What did you think and what did you learn from the episode? Are all the advisers in your practice on the same page? When you consider that the average advice firm earns $3,850 per client and $6,055 for the most profitable firms, do you think you have your charging clients appropriately according to the value you bring? Do you have any questions for rod Tony.Stephens Terry-Bell from Business Health?
