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:
Using Outsourced Tax Preparation Services To Grow Your Financial Advisory Business
How Financial Advisors Are Increasing The Scalability Of Their Businesses With Outsourcing
How Coaching Principles Can Help Advisors Achieve More
Advisor Financing For Partial Sales and Succession Planning
Solving The Three Biggest Problems Facing Financial Advisors
How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm
How Financial Advisors Can Grow Beyond Being Accidental Business Owners
Why Helping Clients Build Wealth Is Smart Business For Financial Advisors
Serving Women Investors Better Is A Recipe For Growth For Financial Advisors
What Younger Investors Expect Of Their Financial Advisors
How RIAs Can Avoid A High RON By Investing In A Few Cybersecurity Basics
Helping Advisors Thrive At Work, At Home, and In Their Community
How To Host A Successful Online Event As A Financial Advisor
How Financial Advisors Can Grow Their Business by Serving Entrepreneurs In Transition
Financial Advisors Can Finally Embrace Client Testimonials
How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years
Scaling Your Financial Advisory Firm Amid Industry Consolidation
Most Advisors Are Not Growing Their Business - Here's Why That's a Problem
How To Ensure Your Wealth Management Firm is "Sale Ready"
Using Compassion As A Tool For Business Growth and Stability
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
NABOR® TALKS
U.S Property Podcast
Aligned Money Show
The Ramsey Show
Planet Money