Design Your Ideal Week
Summer is a great time to reset—not just your goals, but your schedule.
Client calls. Admin tasks. Marketing. Repeat. If your week feels like a cycle instead of a strategy, you’re not alone.
But what if your calendar was built around what really matters—to your business and your life?
We’ve created a simple tool to help you rethink your schedule, clarify your priorities, and build a week that supports your growth (without burning you out).
Download our free guide:
Visit www.thevosteam.com/what-we-do or email us
to learn how a Client Service Specialist
can keep your schedule working for you—not against you.
Cyber-Attacks - BEWARE
We received information about Remote Access Tools (RATs) Cyber-attacks from Schwab. If you use Schwab, be aware, but even if you don't, this could happen at other custodians as well.
How a RAT-based attack works:
First, the fraudster sends a phishing email with a link or attachment that appears legitimate.
Once the victim clicks, the RAT is installed on that device without any notification to the user, and automatically connects to a remote server controlled by the attacker.
At this point, the attacker can:
Steal sensitive data (passwords, financial details, etc.)
Monitor user behavior through keylogging and screen recording
Gain access to anything the user accesses using the infected device, which can include Schwab Advisor Center or Schwab Alliance. This online access can let them set up fraudulent trades and/or money movements.
This type of attack is difficult to detect for many reasons, including:
The fraudulent activity is generated by a device that's trusted by the user.
These attacks may use legitimate applications, so the problem may not show up in antivirus/malware scans.
Unlike many other scams, RAT-based attacks do not require interaction with a scammer or taking action to download malicious software—for that reason, these attacks can seem "invisible". RAT-based attacks are versatile and difficult to detect, so they are particularly dangerous.
Resources
For more information on Phishing schemes and other fraud tactics, please visit the Cybersecurity Resource Center > Fraud Prevention in Schwab Advisor Center.
Fraud Prevention:
Public site: https://advisorservices.schwab.com/navigating-risk-regulation/cyber-security
Retail site: SchwabSafe | Charles Schwab