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Cybersecurity is by far the most popular topic when I'm speaking with advisors. And rightfully so. Most conversations revolve around important action steps and "what are you hearing?" type questions for best protecting an advisory firm.

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Dan Skiles

Dan Skiles is President of Shareholders Service Group, and his focus includes technology, finance, operations and strategy. Prior to joining SSG, Dan served as Vice President of Advisor Technology Solutions at Charles Schwab & Co., Inc. He began his career at Jack White & Company in 1994. Dan may be reached at [email protected]

Practice Management
Advisor Technology