‘I enjoy educating advisors on how to protect their customer’s data, and their firms’ integrity.’

– Wes Stillman, CEO, RightSize Solutions

Past Speaking Engagements:

My talks cover topics including best practices for cybersecurity, growing your business through the cloud, and managing your company’s security policy:

  • Growing Your Business Through the Cloud: Advisors will learn how they can become more efficient, and expand their business with their own Private Cloud atmosphere.
  • Managing Your Company’s Security Policy Firms of all sizes need policies in place as a first line of defense. Wes offers 10 tips that small firms can implement today and drastically improve security.
  • Data Breaches in the 21st Century: What We Can Learn Breaches on Sony and Target released millions of customer records. As a custodian of highly sensitive client data, get a better understanding of your responsibility, and what we can do to better protect your clients’ information.
  • When Disaster Strikes: Business Continuity Planning: Data Breaches, Natural Disasters, Rogue Employees. Nowadays, a disaster can mean many things. And with recent increases to regulation, RIAs are now on the hook. Learn what steps your firm can take today, to be better prepared.


Please contact us if you would like Wes to speak at your event!

Audio Examples:

  • RIACastWes chats with Matt Baum of RIACast on all things cybersecurity
  • fi360: Wes speaks with Ben Aikin, Vice President of Learning and Development at fi360 on advisor vulnerabilities and protection

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