CEO Today Global Awards 2025 - 24 - - USA - On the topic of technology, cybersecurity is a growing concern. How do you see the profession addressing risks like AI-driven fraud and data breaches? Cybersecurity is critical. As financial planning firms scale up, they need infrastructure to protect sensitive client data. Larger firms have the resources to invest in robust security measures, which is one reason we’re seeing increased consolidation in the profession. Additionally, a strong advisor-client relationship is the best defense against scams. Clients who have a trusted advisor are less likely to fall victim to fraud because they have a clear financial plan and a professional guiding them. Let’s talk about your leadership approach. How do you define your leadership style, and how do you go about raising Finseca’s profile? I always go back to values. As Roy Disney once said, “When your values are clear, decisions are easy.” At Finseca, we have three core values: 1. Elevate and Innovate – We created Finseca with a unique identity, not just another association with an acronym. We wanted to build a movement, not just an organization. 2. Servant Leadership – We’re here to serve our members, our teams, and ultimately, the consumers they help. That service mindset is at the heart of everything we do. 3. Delivering Results – Growth is essential. We need more members, greater scale, and financial resources to drive change. We measure our impact in tangible ways. I believe in leading by example. When something goes wrong, the first place I look is in the mirror.
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