Tag Archives: privacy concerns

Wire transfers – things to consider

Posted on March 30, 2017 by

Some things to consider when you receive a request for a wire transfer or check  from a client: Confirm the request with the client via phone BEFORE you send them anything to sign. If a hacker is controlling their email, … Continue reading →

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Red Flags for Client Well-Being

Posted on July 20, 2016 by

When should a trusted advisor start to worry? This information is compliments of Shorkend Care Management Advisors are used to clients being independent and competent  What signs should you look for that may suggest that they are in need of … Continue reading →

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