Andrew Crowell, Vice Chairman of Wealth Management at D.A. Davidson returns to the show to share some eye popping facts about the prevalence of financial fraud. Andrew and Mike Langford also explore what financial advisors can do to protect their clients for becoming victims of fraud and how to help clients recover if they are victimized.
Toward the end of the episode Andrew and Mike dive into the mechanisms financial advisors can use to protect their firm from fraudsters. Because like the famous bank robber Willie Sutton said when asked why he robs banks, financial advisors are "where the money is."
Resources Mentioned In This Episode:
What Exactly Is Sustainable Investing? And Why Are Today's Clients Demanding It?
Why Financial Advisors Should Provide Simple Financial Health Metrics To Their Clients
How Advisors Can Tap the Hidden Growth Potential in Their Clients’ Communities
Cracking The Code On Organic Growth For Financial Advisors
Appreciating How Modern The Profession Of Financial Advisor Actually Is
How Financial Advisors Can Boost Business Development
Why Every Financial Advisor Needs An Executive Assistant
How Financial Advisors Can Help Clients Manage The Gap Between What They Think Is Happening And What Is Actually Happening
Want To Offer Better Financial Advice To Your Clients? Start With Checklists And Flowcharts
Why Writing A Short Book Can Help Financial Advisors Win New Clients
Unlocking The Hidden AUM Opportunity That Can Transform Your Client's Financial Future
How Financial Advisors Can Tap Into The Last Segment Of The Household Balance Sheet
How Financial Advisors Can Reduce Paperwork And Supercharge Their Productivity
How Leaning Into Your Strengths As A Financial Advisor Can Unlock Hidden Business Potential
Why Helping Clients Better Understand Risk Is A Powerful Growth Strategy For Financial Advisors
What Financial Advisors Can Learn By Studying Client Behaviors And Preferences
Marketing Trends Financial Advisors Are Using To Grow Their Businesses
Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business
How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing
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