Data Protection and Fraud Prevention: A Guide for Financial Advisors

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The Bucket Plan® On-Demand Podcast

Data Protection and Fraud Prevention: A Guide for Financial Advisors

https://www.youtube.com/watch?v=fu4wRddBrRU

In This Episode

About the episode: In this timely discussion, host Matt Seitz, Chief Marketing Officer at C2P and guest, Carrie Kerskie, examine pressing security challenges facing financial advisors. As president of Kerskie Group LLC, a licensed private investigation agency, and author of two books on identity protection, Carrie brings extensive experience in identity theft and fraud prevention to address current digital threats. The conversation covers essential security measures from password management best practices to multi-factor authentication implementation. Through real-world examples, Carrie illustrates sophisticated scams, including remote access exploitation, business email compromise, and AI-powered deep fakes that have impacted financial transactions. Key Topics Discussed:

Digital Fraud Trends: Analysis of current scam techniques targeting financial professionals, including phishing, smishing, and vishing attacks.
AI Security Implications: Understanding how artificial intelligence is being leveraged for both legitimate business purposes and sophisticated fraud schemes.
Password Management Solutions: Detailed comparison of password management tools and best practices for secure credential storage.
Multi-Factor Authentication: Implementation strategies for enhanced account security and the importance of multiple authentication layers.
Client Protection Strategies: Actionable steps advisors can recommend to clients to protect against identity theft and financial fraud.

Listen to discover proactive steps to protect your practice and clients! Resources:

Password Manager:1Password
Government Service: IRS IP PIN registration system, USPS Informed Delivery service
Educational Resource: Kerskie Group LLC Identity Theft Tip Sheet
Books by Carrie Kerskie: Your Public Identity and Protect Your Identity: A Step-by-Step Guide and Workbook
Podcast: JL Smith Holistic Wealth and Health Podcast (episode featuring Carrie Kerskie)

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Data Protection and Fraud Prevention: A Guide for Financial Advisors

About the Host: Matt Seitz, is a Partner and the Chief Marketing Officer at C2P, with over 15 years of experience across finance, accounting, and professional services industries. He’s known for his expertise in strategic planning, digital marketing, lead generation, and content marketing. Matt’s approach centers on relationship marketing, prioritizing customer satisfaction through data-driven marketing plans with demonstrable ROI. His contributions to the industry have earned him numerous accolades, including recognition as one of Cleveland’s Notable Marketing Executives in 2021 by Crain’s. Additionally, Matt has been named a finalist for CMO of the Year in 2023 by WealthManagement.com for their Industry Awards and recognized as a finalist in ThinkAdvisor’s LUMINARIES for exceptional executive leadership in the RIA/IAR Firms category. Follow Matt on LinkedIn About the Guest: Carrie Kerskie is a highly sought-after international speaker and consultant on identity theft, fraud, and cyber threats. She is a preferred speaker for NASA/Kennedy Space Center. She is also the President of Kerskie Group, a private investigation agency located in Naples, FL since 2001. Kerskie Group provides identity restoration and fraud risk management services to executives and private clients. She is the author of two books, Your Public Identity; Because Nothing is Private Anymore and Protect Your Identity. Carrie is also the founder of the Identity Fraud Institute and host of the Privacy Mentor podcast. She’s been featured in numerous publications such as Consumer Reports, KrebsOnSecurity.com, and MarketWatch and appears regularly on NBC, ABC, and FOX. Follow Carrie on LinkedIn