Empowering Advisors & Their Clients With Essential Cybersecurity Knowledge

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About Us

At Your Cyber Life, we are dedicated to providing comprehensive cybersecurity education to help advisors, their staff and their clients combat the ever-evolving landscape of cybercrimes.

Our platform equips individuals with the necessary knowledge and tools to navigate the digital world safely and confidently.

With a focus on empowering advisors and their clients to recognize and respond to potential threats proactively, we strive to enhance awareness and promote best practices in cybersecurity.

Stay informed, stay vigilant - safeguard your business and clients with Your Cyber Life.

Client Benefits

  • Informed and educated clients can help mitigate cyber risks for your business.

  • A seamless complement to financial planning.

  • An essential and user-friendly resource for cyber education for clients that have a desire to learn and for those in a time of need.

  • We leverage advisor and client feedback to create new resources, ensuring our cybercrime awareness platform remains cutting-edge and responsive to emerging threats.

  • Our “Refer a Friend” tool lets your clients easily recommend a family member or friend to your firm.

  • Click here to access our Client Cybercrime Infographic and understand the real impact of cybercrime on your clients.

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Employee Benefits

  • Cybersecurity education tailored specifically for RIAs and their employees.

  • A vital, user-friendly platform designed to equip employees with practical cybersecurity knowledge; helping them recognize threats, protect sensitive data and contribute to a safer, more resilient organization.

  • Cyber-aware employees play a critical role in protecting both your clients’ data and your business from evolving digital threats.

  • Enhances client confidence in your firm's ability to protect their assets and data.

  • Click here to access our RIA Cybercrime Infographic to understand the real impact of cybercrime on your business.

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The Defense

Our cybersecurity education and resource platform was developed with a simple goal…

To demystify the complexities of cybercrime, making it easier for your business and clients to understand and navigate.

We provide comprehensive education, highlight warning signs and offer effective solutions and best practices to help prevent cyber threats.

Employee

Cybersecurity

Topics

    • Top 10 Client Cybersecurity Risks

    • How Criminals Hack Human Behavior

    • How Cybercrime Works

    • Business Email Compromise

    • Credential Stuffing & Account Takeover

    • Password & Login Considerations

    • Romance Scams Explained

    • Ransomware Explained

    • AI Fundamentals for Business

    • AI: The New Frontier of Cybercrime

    • AI Enhanced Phishing & BEC

    • AI Voice Deepfakes Explained

    • AI Video Deepfakes Explained

    • Weaponized AI: Other forms of AI Cyber Threats

    • Social Media & Devices Best Practices

    • Protecting Your Businesses Digital Footprint

    • Office & Device Physical Cybersecurity

    • Business Response & Incident Planning

    • Essential Cybersecurity Controls

    • Money Movement Best Practices

    • CRM Considerations

    • The Importance of Cyber Insurance

    • Wire Fraud Explained

    • Check Fraud Explained

    • Tax Fraud Explained

    • Real Estate Fraud Explained

    • Cryptocurrency Fraud Explained

    • Bereavement Scams Explained

    • Healthcare Scams Explained

Learn More About Our Employee Training Videos Here

Client

Cybersecurity

Topics

    • Welcome Video and How to Use

    • Cybersecurity 101: Steps to Stay Safe

    • Best Practices & Considerations

    • What to do if Fraud Occurs?

    • Password Considerations

    • Additional Login Security Options

    • Annual Cybersecurity Review

    • Identity Protection Service Explained

    • Credit Freeze Pro & Con

    • Cyber Travel Tips

    • Small Business Cybersecurity Essentials

    • The Psychology of Being Tricked

    • The Business of Cybercrime

    • What is Social Engineering?

    • Data Breaches & the Dark Web Explained

    • Demystifying Artificial Intelligence

    • AI Video Deepfake Explained

    • AI Voice Deepfake Explained

    • Keep Kids & Teens Safe Online

    • Viruses & Malware Explained

    • Common Cybersecurity Terms

    • Phishing Explained

    • Vishing/Voice Phishing Explained

    • SmiShing/Text Phishing Explained

    • Holiday Shopping Scams

    • Compromised Credential Attack

    • Account Takeover Explained

    • Authentication Scams

    • Change of Address Scams

    • Tech Support Scams

    • Sim Card Swapping

    • Lottery, Sweepstakes, & Giveaway Scams

    • Fake Online Stores & Counterfeit Products

    • Romance Scams

    • Social Media Quiz Scams

    • Job & Business Scams

    • Travel Scams

    • Social Media Marketplace Scams

    • Dumpster Diving

    • Public & Free Wi-Fi Scams

    • Debt & Credit Card Skimming

    • USB Scams

    • QR Code Scams

    • Car Cybersecurity Considerations

    • Home Cybersecurity Considerations

    • Fraud after Natural Disasters

    • Bereavements Scams

    • Wire Fraud

    • Title & Mortgage Scams

    • Tax Scams

    • Investment Scams

    • Cryptocurrency Scams

    • Accidental Payment Scams

    • Debt Collector Scams

    • Check Fraud

    • Healthcare Scams

  • Engaging, 1-minute cinematic videos designed to simplify and explain key cybersecurity topics in a compelling and easy-to-understand format.

For complete descriptions of all YourCyberLife client education videos, including the topics covered and key learning objectives, please visit the following link.

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Platform Features

    • Client-Focused Cybersecurity Education: AI-narrated videos and guides make cybersecurity easy for clients to understand.

    • Easy to Share: The platform is designed to be highly shareable, allowing you to promote a service that benefits not just your clients, but also their families and friends.

    • We partner with leading identity protection platforms to provide clients with additional tools and resources to help protect their identity and personal information.

    • We include compliance-ready transcripts, content controls, and trackable video analytics.

    • Cybersecurity news feed for the latest in cybercrime

    • Companion Guides & Resources: Complementary guides and resources that reinforce client education, including Best Practices, Fraud Response, Cybersecurity Visuals, Cyber Resources, Annual Cybersecurity Reviews, and Cyber Crime Statistics.

    • Client Email Templates: Our platform includes ready-to-use client email templates designed to help you deliver proactive cybersecurity guidance.

    • Client Social Media Graphics: Ready-to-share graphics to provide clients with quick, practical cybersecurity education. Each graphic covers a timely cyber risk or best practice and can be shared through your social media channels to help clients recognize scams, protect their information, and stay safer online.

  • We encourage your clients to share the education platform with their family and friends. Our platform makes it easy for your clients to refer new business and leads to you.

  • We include one live, client-facing virtual webinar that covers how cybercrime works, the most common threats impacting clients, best practices for protection, and an introduction to the YourCyberLife platform.

    Clients will also have an opportunity to ask questions during the session. We encourage you to record the webinar, as it can be a valuable addition to your new client onboarding process and an excellent introduction to cybersecurity best practices.

    • Cybersecurity education made easy for RIAs with RIA-specific content and AI-narrated videos that deliver clear, professional guidance.

    • Cybersecurity news feed for the latest in cybercrime.

    • Our fully managed quarterly cybersecurity training program automatically assigns employee training each quarter and provides monthly progress reports, making it easy to track participation, simplify administration, and support compliance.

    • All training materials remain available year-round through the Employee Education Portal, providing employees with on-demand access to cybersecurity education.

    • 1.5 hours of CFP continuing education credits.

    • Employee Education Resources: Practical guides, policies, templates, and presentations that help employees strengthen cybersecurity practices and support proactive client outreach.

    • Customize the platform with your firm’s logo and brand colors.

    • Personalize the client login screen by selecting one of three stock backgrounds or upload a custom image to match your brand.

    • Branded firm brochures can be uploaded and made available on the client site.

    • Custom Disclaimers: Our platform allows firms to add customized disclaimers to educational content, helping ensure messaging aligns with their compliance requirements, internal policies, and brand standards.

Help Safeguard Your Most Valuable Assets

Ready to take your cybersecurity practices to the next level for your business and your clients?

Tell us a bit about yourself and we’ll reach out soon or skip the wait and schedule a demo now using the schedule a demo button.

We’re excited to guide you through the world of cybersecurity!