Whether you’re a financial institution or a financial planning service, you have an ethical and legal responsibility to safeguard the sensitive information of your customers/clients.

Whether you’re a financial institution or a financial planning service, you have an ethical and legal responsibility to safeguard the sensitive information of your customers/clients.
Do you currently have video surveillance set up at your financial services office? Financial institutions more than likely have video surveillance set up. But what about your financial planning services office?
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