Shows
Beacon FlashArtificial Intelligence: A Lot of Hype, But Will it Change Wealth Management in a Meaningful Way?Geoff Moore is the Chief Information Officer at Valmark Financial Group, a leader in the financial services industry since 1963, specializing in life insurance, equity, investment advisory, risk management, and retirement plan products for top financial advisors. With over 20 years of experience in financial services and technology, Geoff works to enhance operational efficiency and streamline processes at Valmark. He leads initiatives across cybersecurity, expansion through recruitment, and operational ease, utilizing a team of skilled developers, testers, project managers, and business analysts. Passionate about staying abreast of the latest technological tools and methodologies, Geoff drives Valmark’s continuous improvement and innovation....2024-07-0319 min
Beacon FlashBeacon Flash: Tips on Cybersecurity from a Tech Enthusiast - A Conversation with Geoff Moore, Valmark Financial GroupCybersecurity can keep us up at night. It’s always a major concern for advisors, even when you feel like you’ve done everything right to the best of your ability. It can feel like a never-ending battle. FINRA keeps the pressure on advisors to uphold the most rigorous cybersecurity protocols, but it isn’t just them. From your firm to your clients, everyone is hyper-focused on ensuring private financial data is always secure.Fortunately for advisors, there are people like Geoff Moore. As Chief Information Officer for our partner, Valmark Financial Group, Geoff leads a team of exp...2023-03-0924 min