Cyber threats are evolving faster than compliance standards. For RIAs and independent advisors, that gap creates serious risk and a powerful opportunity.
Join Carm Cicalese, Founder of Cyber CIC, LLC, and Charlie Van Derven, Founder of Social Advisors and Fractional Chief Growth Officer, for a straight-talking conversation about what cybersecurity really means for your firm, your clients, and your ability to grow.
In this high-impact session, you’ll learn:
• Why SEC and FINRA standards are not enough to protect your firm
• How to reduce liability with the right mix of compliance, insurance, and controls
• Practical steps RIAs can take today to improve cybersecurity without massive cost
• How to offer cybersecurity as a client value-add and a marketing differentiator
• Why security and growth are more connected than most advisors realize
Bonus: Attendees will receive access to Carm’s Interactive Cyber Assurance Tool, a visual and practical resource to help you identify vulnerabilities and prioritize next steps.
This isn’t a lecture. It’s a conversation between two experts who understand both the technical side of risk and the strategic side of growth.