How to Become an INFOADVISOR™

A Comprehensive Guide to Building a Successful Career Helping People Build Trust by Governing Information

In the age of expanding information, Artificial Intelligence (AI), blockchain digital assets and regulatory uncertainties; becoming an INFOADVISOR™ is a rewarding career choice that allows you to help individuals and businesses secure their data, navigate the complexities of information governance, and protect their most valuable assets. This guide will walk you through the steps needed to become an INFOADVISOR™, including key business development requirements and what to consider before embarking on this career path.


What Does an INFOADVISOR™ Do?

An INFOADVISOR™ provides expert advice on data protection, information security, and governance strategies. They work closely with clients to set goals for managing and securing their data, develop strategies to achieve those goals, and navigate significant changes such as implementing new technologies, complying with regulations, or remediating after data breaches. INFOADVISOR™ also help clients manage risks, plan for data recovery, and protect sensitive information. Learn more by reading "A Day in the Life of an INFOADVISOR™"


Responsibilities of an INFOADVISOR™

An INFOADVISOR™ has diverse responsibilities that contribute to helping clients secure and manage their information effectively. Key responsibilities include staying informed about the latest trends in information governance, understanding how different data management strategies work, and knowing when to implement new practices or technologies. An INFOADVISOR™ also meets with clients to assess their specific needs, provide tailored advice, and guide them through the complexities of data protection and compliance.

How to Become an INFOADVISOR™

Becoming an INFOADVISOR™ involves completing industry-specific training, obtaining certifications, and building a strong client base. Here's a step-by-step guide to help you get started:

1

Get a Job in Information Governance

The first step toward becoming an INFOADVISOR™ is to get a job at a firm specializing in information governance such as InfoGov.com, data security, or compliance. Some firms hire individuals with little or no experience in the field and provide training to become INFOADVISOR™. However, these firms often look for candidates with strong business development and sales skills. If you have experience selling products or services, be sure to highlight this in your resume and during interviews, as it can be a valuable asset in this career.

2

Pursue Relevant Certifications

To establish yourself as a credible INFOADVISOR™, pursue relevant certifications such as Certified Information Governance Professional (CIGP), Certified Data Privacy Solutions Engineer (CDPSE), or Certified Information Systems Security Professional (CISSP). These certifications not only enhance your expertise but also demonstrate your commitment to the field. Many firms will sponsor your certification process, but you may need to pass an initial exam or meet certain prerequisites.

3

Build a Book of Business

Building a strong book of business is essential for any INFOADVISOR™. Your book of business represents your client base and the services you provide. Developing and maintaining these relationships requires effort, consistency, and a client-focused approach. Here are a few tips to help you build your book of business:


  • Provide Exceptional Service: Your clients should feel that their needs are your top priority and that you always act in their best interests.
  • Be Responsive: Ensure that clients can easily reach you and that you respond to their inquiries promptly.
  • Network with Other Professionals: Establishing relationships with other professionals in related fields can lead to client referrals and collaborative opportunities.


4

Stay Current with Continuing Education

INFOADVISORS™ must stay up-to-date with industry developments and best practices. Continuing education is crucial for maintaining your certifications and ensuring that you provide the best possible service to your clients. Regulatory requirements often mandate ongoing education, and many firms offer support for completing these courses.

What to Consider Before Becoming an INFOADVISOR™

Before becoming an INFOADVISOR™, there are several important factors to consider. This career can be demanding, requiring a unique set of skills and a strong commitment to client service.


Do You Have the Right Temperament?

Working as an INFOADVISOR™ can be stressful, especially when dealing with clients who may be anxious about data security or compliance issues. You'll need to handle these situations calmly and professionally. Additionally, INFOADVISORS™ must be prepared to deal with rejection, as not all clients will accept the advice they’re given or may choose to take a different approach.


Do You Have the Required Skills and Knowledge?

INFOADVISOR™ need to be well-versed in information governance, data security, and compliance regulations. They must also be able to explain complex concepts in simple terms to clients who may not have a technical background. Comfort with using industry tools and software is also essential, as much of the work is performed online.

Additional Considerations

Here are a few other things to consider before deciding to become an INFOADVISOR™:

  • Compliance and Communication: As an INFOADVISOR™, all your communications with the public must be reviewed and approved by your firm’s compliance department. This restricts what information you can share with clients or potential clients.


  • Sales-Driven Role: Many INFOADVISOR™ earn fees based on their sales or the services they provide. You need to be comfortable with a sales-driven role where your income is tied to your ability to attract and retain clients.


  • Client Obligations: When you work as an INFOADVISOR™, clients expect you to put their interests ahead of your own. You must be willing and able to make decisions and offer advice that prioritizes the client’s needs, even if it doesn’t align with your personal preferences.

Is Becoming an INFOADVISOR™ Right for You?

A career as an INFOADVISOR™ can be highly rewarding, offering the opportunity to help organizations protect their information and navigate complex regulatory landscapes. However, it requires a strong commitment to ongoing education, business development, and client service.


If you are passionate about data security, information governance, and helping others protect their information, and you possess the sales skills and temperament for a demanding role, becoming an INFOADVISOR™ may be the right career for you.

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