Tag Archives: privacy concerns

Wire transfers – things to consider

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

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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