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LIVE private session
Secure Your Personal Wealth
Before an Inbox Breach Exposes It — In 60 Minutes
Refined through real-world audits of
advisor-level financial accounts.
Protect your personal finance.
Eliminate hidden concentration risk.
Private session. Small room.
Exclusively for Chicago CFPs.
The Case
As a Financial Advisor, you advise clients on protection and concentration risk.And apply that to your own finances.
But not to the security around it.
Here’s the exposure
- Primary email tied to brokerage accounts.
- That same email used for socials and food delivery.
- SMS-based 2FA tied to a publicly searchable number.
It takes only
- One inbox breach.
- One SIM swap attack.
- One exposed recovery pathway.
That’s concentration risk inside your own balance sheet.
And you would never allow a client to structure their wealth this way.
Yet this is common among most advisors.
The good news?
You can remove it fast
In this private session, we run the Concentration Risk Audit™ live.
- We identify your primary single point of failure.
- We fix the most vulnerable account in real time.
- You leave with a 7-day execution plan to eliminate the remaining exposure.
Logistics
LIVE. 60 minutes.
Private session.
Small room.
2 spots remain.
Investment: $100
Less than the cost of a client acqisition dinner.
Here’s What We’ll Cover
Harden banking credentials — even with a password manager
Protect your mobile number from account takeover
Identify and reduce public data exposure
Separate financial email from everyday exposure
Eliminate single-point failure with a backup authentication layer
The 7-Day Risk Elimination Plan™
A focused 7-day roadmapto eliminate remaining exposure.
A focused 7-day roadmap to eliminate remaining exposure.
Use it to validate your implementation and close remaining blind spots.
Walk away knowing
your personal wealth
isn’t one login away from exposure.
Concentration risk
is real.
So is the fix.
2 spots remain.
Secure your seat.