Occasionally, I receive questions from clients asking where I store client information, and I’m always happy to answer them. Advisers store large amounts of sensitive personal and financial information, and clients deserve to know it’s kept safe.

I assure clients that we store their sensitive data in a responsible and effective way, with numerous backups in place. I stress that we follow best practices, storing only the personal information that is necessary for our business and never intermingling personal and work documents.

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