A legal requirement that is also good business

At the forefront of everyone’s mind today is the client’s expectation that your firm has the ability to keep all of the appropriate communications secured. And it isn’t just good business — it is the law. Ari Gardner, the Director of Sharefile for Insurance at Citrix, is one of the foremost subject matter experts and we were pleased to have the opportunity to interview him about what advisors and firms need to know on this critical component of our business.

Many practitioners believe that data security is a federally induced and regulated mandate. Ari points out that there are state requirements which actually existed prior to the federal laws and regulations. We explore how advisors can comply with both while making it a selling point for your clients and a differentiator with prospects.