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5 Steps to Stronger Cybersecurity Training (Advisor Perspectives Guest Article)

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Read my new guest article on the Advisor Perspectives website for wealth management professionals: “Five Steps to Stronger Cybersecurity.” It focuses on why cybersecurity training for your company’s employees is your best protection against cyber thieves.

The article has good ideas even for companies outside of the financial services sector. For SMBs in general, I  blogged about cybersecurity awareness training last fall.

Previous Guest Article in Advisor Perspectives: Cybersecurity Compliance

If your company offers investment services and you’re not familiar with Advisor Perspectives, I recommend it — lots of good advice from wealth management pros and from people like me who offer third-party services to these firms.

This is my second guest article for Advisor Perspectives. The first, about cybersecurity compliance, ran last fall. 

That article was based, in part, on the TechGen’s free guide for registered investment advisors and broker/dealers on complying with FINRA and SEC cybersecurity regulations.

I plan on publishing more in Advisor Perspectives in 2020, and I’m looking for other ways to get the word out to small- and mid-sized businesses that cybersecurity is a critical — and manageable — responsibility.



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