SaaS Archives | 4FP Agency (for Financial Planners)

Marketing vs Financial Planning CRM

Jake Wagner, CDMP — Wed, 19 Jun 2024 02:11:34 +0000

What is your marketing CRM?Not your planning CRM, that's for clients. What system do you use to connect with the names, Centers of influence, and other connections that aren't appropriate to have in your planning CRM? What platform do you use to leverage automation and cultivate the relationships that you have with your clients and audience?A […]

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Ransomware in Snowmass Colorado

Jake Wagner, CDMP — Thu, 03 Mar 2016 06:56:36 +0000

I was driving in the car listening to talk radio earlier this week and I heard Leo Laport, “The Tech Guy” take a caller asking about Ransomware: Data Ransom in Snowmass Colorado Long story short, this horrendous and terrorizing hacking/spam attack holds your files hostage (and will destroy them) unless you pay their fee. There are only a […]

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Seven Security Risks from Consumer-Grade File Sync Services

Jake Wagner, CDMP — Tue, 24 Mar 2015 06:03:50 +0000

Consumer-grade file sync solutions (referred to as CGFS solutions) pose many security risks and challenges to businesses that care about control and visibility over company data. Below are seven of the biggest risks that these solutions pose in a business environment. Data theft Most of the problems with CGFS solutions emanate from a lack of […]

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