Broker Check

On-line practice improvement charrettes meld collaboration with best practices.

CIn collaboration with Cetera Wealth Management, Prosperity Network of Advisors is pleased to launch Season 4 of its Prosperity Growth Lab series.


Tuesday, April 30, 2024 ... 11:00am - 12:00pm (CST)


Email ... Demystified and Compliant

In an era where digital communication is ubiquitous, email remains one of the primary means of correspondence for individuals and organizations alike. However, with the convenience of email comes the challenge of ensuring its security. Email security is a critical aspect of safeguarding sensitive information, protecting against cyber threats, and preserving privacy.

In this presentation, we'll explore the history of email, the current challenges and realities, email terminology so that we're all speaking the same language, the importance of email security, and common threats faced by email users. We'll also review Cetera's offering in the space of email hosting as well as Cetera's security guidelines and some best practices for mitigating risks.

By understanding the significance of email security and implementing effective strategies, we can all play a role in creating a safer digital environment for ourselves, our clients and our organizations.



As Director of Technology & Alignment, Scott Sirois, provides valuable, relevant resources to both clients and staff of Prosperity Advisors and to Prosperity Network of Advisors Members and support staff. He has over 25 years’ experience in Operations and Systems Management, business process design and process improvement. In addition, he has broad experience in network administration and solutions deployment. His collaboration with our Members’ IT support staff, Cetera’s technology team, and the IT support staff at the many vendors with whom our Members do business allows him to deliver technology solutions that are efficient, sustainable, compliant, and unique to our industry. Scott provides Member education in the areas of technology integrations and solutions, communications, and cybersecurity as well as support to Members when their online security or that of their clients is in question.



 

As a Wealth Management Consultant, Brandon Hamil is responsible for development of advisory sales within his region for Cetera Financial Group. His primary role is to collaborate with investment adviser representatives to promote the increase of assets under management within Cetera’s advisory programs. His responsibilities include education on sales ideas and techniques as well as helping investment adviser representatives to improve their overall business. 





After registering, you will receive a confirmation email containing information about joining the webinar.


*For registered rep use only 

Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60. Members will be notified via email with Zoom meeting details and specific content on each session.