How do I securely work from home? What do I need to do from a technology standpoint?
There are a couple things that can make working from home more secure. First and foremost would be a complex password set in order to connect to your in-home Wi-Fi. Many internet service providers that supply you with a “Modem” or “Wireless Router” have options within the software of those devices that you can enable an additional firewall which will provide you with a little more protection than without it enabled. Up next would be antivirus/antimalware software and finally would be a VPN that is continuously running. I would also like to make it clear that all machines, whether it is a Mac or Windows device, should be set to automatically update for security patches.
What VPN is recommended?
There are a few free options out there for download but are limited to what you can do and how often you can use them. The best options on VPN would be NordVPN and ProtonVPN.
Do I need a VPN if I am using a Mac?
Yes VPN should be used even with a Mac.
What Virus protection software is recommended?
There are several out there such as Avast, AVG, Bitdefender, and Trend Micro is what we personally use and is very highly rated.
How often should I run a virus scan?
A virus scan should be conducted on a daily basis and can be scheduled to run after peak hours.
Do I need virus protection if I am using a Mac?
Even though Macs are less likely to run into any issues, I always recommend still using a antivirus/malware protection software as an increase in Mac-targeted attacks are being seen every day.
How do I turn on the firewall or make sure it is on?
Windows natively comes with what is called “Windows Defender,” which can be searched in the start menu by typing “Windows Security.” Even though this is a built-in antivirus and firewall to Microsoft Windows, I always recommend that you utilize a 3rd party software for virus and threat protection.
Does TLG have client-approved commentary about what is going on with the markets and COVID-19? Where can I get this client-approved commentary?
Please visit our 2020 Market Volatility Page located on the firm’s website and LEADERSlink library.
Are we still having Straight Talk in the fall?
At this time, we are still planning on having Straight Talk in October. The safety of our staff, reps and partners is of the utmost importance, so we will continue to monitor the situation and will make any changes as necessary.
How is The Leaders Group doing through all of this?
At the moment, The Leaders Group is in a better position financially than we have ever been. We have enough money in the bank to weather an extended period of business disruption as a result of the COVID-19 virus. Currently, 90% of our staff is working remotely and continuing to process business as usual. Read More
Do my advisory clients have an option to pay their TLG Advisors’ fees online?
Yes, please direct them to tlgadvisors.net, then to “PAYMENT CENTER” at the top of the page. They will be able to enter their credit card information into our secure online payment processing center.
With Social Distancing in effect for the foreseeable future, can I utilize electronic signatures on required paperwork?
Yes, The Leaders Group has always accepted electronic signatures on our required paperwork. We are currently working with all of our carriers to obtain amendments to our carrier selling agreements to allow e-signatures via DocuSign. You can review which carriers are accepting here.
Have any of the testing procedures changed (scheduling to sit for 6,7,63,65,66)?
As of writing, the majority of all testing centers are closed until further notice in an effort to slow the spread of the virus. Any testing windows that were open prior to the closures have been extended through the end of May.
What are other financial advisors doing?
Some are just taking calls as they come in so they don’t create alarm that the client should be concerned if they are not. Some are calling all of their clients. Some are just calling the clients that they feel they need to call. Some are sending weekly commentary emails and calling only the clients they feel they need to call. Some are just sending weekly commentary emails. A unique thing Sal did was send all of his investment clients a bouquet of flowers with a note that said, “It’s not all gloom and doom, here are some flowers, watch them bloom. If you have any concerns about what is going on, give me a call”.