Cybersecurity: How to Stay Proactive In Outsmarting Cyber Threats For Your Financial Services Firm

As Valmark Financial Group’s Chief Information Officer, Geoff Moore leads technology and cybersecurity for the home office and field advisors. Emphasizing the significance of staying proactive, Geoff advocates for staying ahead of cybersecurity challenges to avoid dealing with aftermaths like website hacks or data compromises. He shares tips for outsmarting cyber threats and discusses the importance of implementing key strategies, including setting up multi-factor authentication, ensuring regular system updates, and allowing for minimal permissions.

Featured Resources & Shoutouts 

• Geoff Moore’s LinkedIn Profile  

• Valmark Financial Group 

• KnowBe4

• Yubico’s YubiKey 

Listen now as we chat with Geoff Moore about how cybersecurity is becoming a bigger topic for advisors to deal with and why advisors should “trust and verify” when communicating with clients. Plus, what it means to get back to the basics to ensure cyber safety. 

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