JFS Wealth Advisors的动态

"One of the big trigger points that I heard was really the sense of urgency when fraudsters are trying to gain access. So it’s a great reminder it’s okay to slow down, and it’s okay to talk to your advisor and your known phone number for your financial institution to confirm that it is indeed an accurate request.” —Constance Amstutz, CFP? on how fraudsters exploit your instincts. To learn more, watch the full webinar here: https://lnkd.in/db9vN8Uh

要查看或添加评论,请登录