About the episode:
In this timely discussion, host Matt Seitz, Chief Marketing Officer at C2P and guest, Carrie Kerskie, examine pressing security challenges facing financial advisors. As president of Kerskie Group LLC, a licensed private investigation agency, and author of two books on identity protection, Carrie brings extensive experience in identity theft and fraud prevention to address current digital threats.
The conversation covers essential security measures from password management best practices to multi-factor authentication implementation. Through real-world examples, Carrie illustrates sophisticated scams, including remote access exploitation, business email compromise, and AI-powered deep fakes that have impacted financial transactions.
Key Topics Discussed:
Listen to discover proactive steps to protect your practice and clients!
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About the Host:
Matt Seitz, is a Partner and the Chief Marketing Officer at C2P, with over 15 years of experience across finance, accounting, and professional services industries. He’s known for his expertise in strategic planning, digital marketing, lead generation, and content marketing. Matt’s approach centers on relationship marketing, prioritizing customer satisfaction through data-driven marketing plans with demonstrable ROI. His contributions to the industry have earned him numerous accolades, including recognition as one of Cleveland’s Notable Marketing Executives in 2021 by Crain’s. Additionally, Matt has been named a finalist for CMO of the Year in 2023 by WealthManagement.com for their Industry Awards and recognized as a finalist in ThinkAdvisor’s LUMINARIES for exceptional executive leadership in the RIA/IAR Firms category.
About the Guest:
Carrie Kerskie is a highly sought-after international speaker and consultant on identity theft, fraud, and cyber threats. She is a preferred speaker for NASA/Kennedy Space Center. She is also the President of Kerskie Group, a private investigation agency located in Naples, FL since 2001. Kerskie Group provides identity restoration and fraud risk management services to executives and private clients.
She is the author of two books, Your Public Identity; Because Nothing is Private Anymore and Protect Your Identity. Carrie is also the founder of the Identity Fraud Institute and host of the Privacy Mentor podcast. She’s been featured in numerous publications such as Consumer Reports, KrebsOnSecurity.com, and MarketWatch and appears regularly on NBC, ABC, and FOX.