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How RIAs Can Avoid A High RON By Investing In A Few Cybersecurity Basics
Episode 77

How RIAs Can Avoid A High RON By Investing In A Few Cybersecurity Basics

Modern Financial Advisor · Truelytics by Envestnet

March 9, 202251m 4s

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Show Notes

David Kakish, CEO of RIA WorkSpace says that financial advisors often like to ask about the ROI of investing in cybersecurity solutions... that's the wrong question. They should be asking what's the RON (Return On Negligence) of not investing in cybersecurity.

On this episode, David shares some simple tips that RIAs and independent financial advisors can use to boost their firm's cybersecurity to better protect their clients and their business. David and Mike Langford also share a few other suggestions for upping your tech stack on a budget.