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The impact of elder financial fraud is over $270 billion per year. Research shows that 83% of older adults want to know more about protecting themselves from elder financial exploitation, and 96% believe companies should do more to protect them.So how can financial institutions and advisors protect their elderly clients from financial scams, fraud and exploitation?In this episode of Bank on Wipfli, Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag), principal at Wipfli, speaks with Jason Thomas (https://www.linkedin.com/in/jasonthomasjd/), cofounder of myFloc, on:* Preparing for the great wealth transfer.* The importance of normalizing conversations around financial fraud to help combat exploitation and financial crimes against the elderly.Listen in to learn more about how to cultivate transparency with clients and encourage them and their family members to get comfortable with addressing these issues head-on.

As digital communication continues to evolve, so should your communication strategy.The dynamic nature of social media means that your financial services organization can no longer assume that strategies will remain stagnant. You need a more adaptable approach that favors innovation, encourages continuous learning and provides measurable results.In this episode of Bank on Wipfli, we explore how financial services can effectively manage public relations (PR) and corporate communications, especially in times of crisis. Listen in as Toni Nichols (https://www.linkedin.com/in/toninichols/), public relations director at Texas Trust Credit Union, and Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag), partner at Wipfli, discuss:* The factors you need to consider when choosing between in-house public relations or an agency.* What to look for in an agency and how to collaborate with them.* The significance of metrics, finding measurable results and consistently tracking the impact of PR activities.

When is the right time to establish a dedicated project management office (PMO) or allocate dedicated project management resources within an organization? Listen in to this episode of Bank on Wipfli to find out. Special guest Tina Dinger, SVP Head of Enterprise PMO, Northwest Bank, joined Wipfli’s Robert Zondag, Principal, and Tim Merrell, Senior Manager, to discuss:* Project management roles and your staffing needs to create a PMO.* What type of existing employees could make great project managers and tips on what to look for.* The importance of continuous improvement within the PMO and how to evolve.

Effective customer acquisition is vital to driving growth in today’s dynamic market. But reaching — and keeping — new customers may require your financial institution to understand how you can expand beyond your usual marketing channels and leverage data to drive success.In this episode of Bank on Wipfli, special guest Nicky Senyard (https://www.linkedin.com/in/nickysenyard/), CEO and founder of Fintel Connect, joins host Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag) and Wipfli’s Michelle Joseph (https://www.wipfli.com/about-wipfli/partners-and-associates/michelle-joseph) for a look at the different strategies and metrics you can use to optimize customer acquisitions.Listen in as they discuss:* The distinction between brand and acquisition marketing strategies.* Key metrics for measuring customer acquisition and optimizing marketing efforts.* Different marketing channel strategies and what data indicates success in each channel.

 Outsourcing isn’t as new to wealth management as it may seem.Interest may have accelerated recently, but outsourcing has been quietly evolving and growing in financial services for years. And with continued challenges in both economic and labor markets, outsourcing is proving effective at helping firms refocus on critical, value-added activities that will help them grow.In this episode of Bank on Wipfli, Robert Zondag (https://www.wipfli.com/about-wipfli/partners-and-associates/robert-zondag), Wipfli principal, and Joe Cortese (https://www.fiducientadvisors.com/team/joseph-cortese), partner at Fiducient Advisors, explore the rise in outsourcing and how it can benefit your firm.Listen in as they discuss:* What are the key reasons firms are considering outsourcing in today’s market?* What factors should firms consider while picking the right outsourcing partner?* How did the trend of outsourcing in wealth management firms begin?