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We live in an increasingly mobile world, so you can bet that most of your clients will view your website from a smartphone at one point or the other. If your website is difficult to view and navigate with a mobile, your visitors will get a very poor impression of your business.

As technology advances, it has become more and more critical for financial advisors to keep client information safe and secure. It does not matter whether the information breach occurs because of a human error or a cyber-attack.

A single instance of data breach can destroy client trust. These people will no longer believe that you can be trusted with their personal and confidential information, including their ID card numbers or any other piece of private information provided to their financial advisor.