Nov 18, 2020
Kathy was working from home and received a text message "from" Venmo asking her to validate recent charges she hadn't made. Her bank account being linked to her Venmo account, panic took over, and she called the number from the text right away. A short conversation with a "Venmo rep" stressing urgent action later,...
Aug 28, 2020
HackTalk: With everyone working from home and many students learning remotely, hackers and scammers are on the attack. People and businesses need guidance on cybersecurity. In this episode of HackTalk, learn how to present cybersecurity webinars that will educate on this in-demand topic and earn...
Aug 21, 2020
What's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.
Aug 18, 2020
What’s Working Now: This advisor realized that most of his clients were burdened by student loan debt and took on the challenge of learning its complexities.
Aug 10, 2020
Jeff Levine, co-creator of the Savvy Tax Planning Program, joins Sean Bailey to discuss the tax planning issues small business owners need to stay abreast of--and that includes advisors themselves.