In this episode, Joe Popper, founder of Popper Tech Team, joins us to talk about cybersecurity, IT and AI in the wealth management space. As technology failures and security breaches become make-or-break business problems, Joe shares real-world cautionary tales and actionable frameworks for implementing AI, protecting against high-cost cyber threats, and staying compliant under the watchful eye of the SEC.

Joe Popper is the founder of Popper Tech Team, known by his clients as the OG IT and AI guy. He works with financial and professional services firms where technology failure isn't an option, helping them stay secure, operational, and ahead in a world where one small tech problem can quickly become a big business problem.

In this episode, we cover:

· AI, Cyber Security, and Compliance: Navigating the Tech Minefield for RIAs

· Protecting Your Client's Money: Fighting Cyber Threats and Business Email Compromise

· The AI Revolution in Wealth Management: How Small RIAs Can Leverage Tech to Scale

· Is Your RIA Ready for an SEC Audit? AI Governance and Compliance Essentials with Joe Popper

Connect with Joe:

LinkedIn | poppertechteam.com

Every episode closes with the same question: what's the best piece of financial advice Joe has ever received? Listen to find out.

Connect with the Show:

Profit & Practice is hosted by Max Holvik, founder of The Advisor's CFO, a fractional CFO practice for wealth management firms.

TheAdvisorsCFO.com | LinkedIn