Webinar with Carefull: Counseling Your Clients To Avoid Fraud for Themselves and Their Parents with Todd Rovak & John O’Connell
In this webinar, John O’Connell, CEO of The Oasis Group, and Todd Rovak, CEO of Carefull, shared crucial information on how financial advisors can protect clients and their parents from fraud while also strengthening client relationships:
– How advisors can educate their clients on new scams and tactics in fraud
– Techniques and solutions to protect their clients from fraud
– What to do if a client is the victim of fraud
