Good afternoon everyone and happy Good Friday. I’m looking to gather some input on best practices for securely sending and receiving client PII. Up until now, our firm has primarily used password-protected PDFs and secure upload links for exchanging sensitive client information. However, we’ve recently upgraded our Microsoft subscription, which now includes encrypted email capabilities. After confirming with compliance, we’ve been advised that this method meets regulatory standards as well. I’m curious what methods other advisors here are using. - Do you have a preferred method for sending/receiving PII? - Have you adopted encrypted email as a standard, or do you stick with portals or password-protected docs? - Any tips or best practices you’ve found helpful in communicating securely with clients? Thanks in advance for your input—I really appreciate learning from this community.

Who feels like they have figured out a perfect technology stack for a 1 person smaller to mid size RIA? I'd love to hear about your tech stack.

Does anyone have a good recommendation for someone who specializes in SEO for financial advisors?

I'm been a happy user and vocal fan of TextExpander for quite a while now, but their Windows app has been increasingly buggy for me lately... Anyone use and recommend something similar from a different provider? Have heard good things about Text Blaze. Thanks

I've been thinking recently about all the people/companies that are trying to get attention (i.e. marketing). The number of attention-seeking organizations is probably exponentially increasing - so barring people that don't yet have internet / phones / haven't been born yet... isn't attention getting scarce-er? Hypothetically, your iPhone, TV, Facebook, your boss, your spouse, your kids, your broken sink all have a piece of your attention. So who is losing attention? I posit... you? It's possible now to live an entire life and give your attention all away - to school, to the bank, to retirement, to all the things you should buy (CYBERTRUCK!!!). I wonder if it's time like "The Richest Man in Babylon" to save the first 10% of your attention before spending the rest. Maybe that's why morning routines are so popular, meditation, working out, eating healthy - it's a little attention that's yours before you spend all the rest. Thoughts?