Protect Your Clients - An Identity Theft Protection Discussion




The RIA Compliance Collective show

Summary: <p>An Identity Theft Protection Discussion with Dana Mantilla, Founder of Identity Protection Planning - Identron </p> <p>Intro Topic I - Is identity theft a really a big deal? Topic II - Is credit monitoring sufficient? Topic III - B2B opportunities for advisers Topic IV - Should this be offered as servies to clients? Outro</p> <p>Guest Speaker Info: Dana Mantilla, Founder Identity Protection Planning Email: dmantilia@identityprotectionplanning.com</p> <p>Identity Protection Planning Website: <a href="https://www.identityprotectionplanning.com/" rel="nofollow noreferrer noopener" target="_blank">https://www.identityprotectionplanning.com/</a> Phone: 1-833-345-SAFE Identron Website: <a href="https://www.identron.com/" rel="nofollow noreferrer noopener" target="_blank">https://www.identron.com/</a> LinkedIn: <a href="https://www.linkedin.com/company/identity-protection-planning/?viewAsMember=true" rel="nofollow noreferrer noopener" target="_blank">https://www.linkedin.com/company/identity-protection-planning/?viewAsMember=true</a> Facebook: <a href="https://www.facebook.com/Identron.Protection/" rel="nofollow noreferrer noopener" target="_blank">https://www.facebook.com/Identron.Protection/</a> Youtube: <a href="https://www.youtube.com/channel/UCnKQTPi2Td2Kx7m4-1hD2cA" rel="nofollow noreferrer noopener" target="_blank">https://www.youtube.com/channel/UCnKQTPi2Td2Kx7m4-1hD2cA</a></p> <p>RIA Compliance Concepts Website: www.riacc.io Email: info@riacc.io Phone: - 1-833-RIACCIO Linkedin: <a href="https://www.linkedin.com/company/25040493/" rel="nofollow noreferrer noopener" target="_blank">https://www.linkedin.com/company/25040493/</a> Facebook: <a href="https://www.facebook.com/RIAComplianceConcepts/" rel="nofollow noreferrer noopener" target="_blank">https://www.facebook.com/RIAComplianceConcepts/</a> Twitter: <a href="https://twitter.com/RIAComplyCEP" rel="nofollow noreferrer noopener" target="_blank">https://twitter.com/RIAComplyCEP</a> Instagram: <a href="https://www.instagram.com/riacomplianceconcepts/" rel="nofollow noreferrer noopener" target="_blank">https://www.instagram.com/riacomplianceconcepts/</a> Pinterest: <a href="https://www.pinterest.com/ivanbarretto/pins/" rel="nofollow noreferrer noopener" target="_blank">https://www.pinterest.com/ivanbarretto/pins/</a></p> <p>Ivan Barretto, Managing Director LinkedIn: <a href="https://www.linkedin.com/in/ivanbarretto30/" rel="nofollow noreferrer noopener" target="_blank">https://www.linkedin.com/in/ivanbarretto30/</a></p> <p>Megan Campbell, Managing Director LinkedIn: <a href="https://www.linkedin.com/in/megan-campbell-5016a442/" rel="nofollow noreferrer noopener" target="_blank">https://www.linkedin.com/in/megan-campbell-5016a442/</a></p> <p>Collin O’Bryant, Senior Consultant LinkedIn: <a href="https://www.linkedin.com/in/collin-o-bryant-485416a1/" rel="nofollow noreferrer noopener" target="_blank">https://www.linkedin.com/in/collin-o-bryant-485416a1/</a></p>