Join us for our first free webinar with Mellon360° Marketing For Security! Do you want to learn how to market yourself properly in the security industry and go from Connections to Contracts? Mellon360° Marketing For Security is hosting a FREE 3-hour webinar on a topic that’s often overlooked—or misused—in our industry:
Marketing for Security Professionals 📅 July 6th, 2025 🕛 11:00 AM PST 💻 Virtual
This session is designed specifically for professionals in physical or cybersecurity, as well as those transitioning from military or law enforcement roles.
At Mellon360° Marketing for Security, we specialize in branding and marketing exclusively for the security industry and we’re committed to helping our fellow professionals grow their careers and businesses.
Course Description: This webinar will help security professionals navigate the fine line between OPSEC, confidentiality, and effective self-promotion without compromising discretion.
We’ll cover the most common marketing and communication mistakes that can damage credibility or cross professional boundaries. You’ll learn how to build a trusted presence (especially on LinkedIn), how to use modern marketing tools in a strategic and ethical way, and gain practical tips on resume writing, event networking, and more to help you attract the right clients, employers, and collaborators.
Whether you’re in executive protection, risk management, intelligence, or cybersecurity, this session will help you communicate your value in a way that’s visible, professional, and aligned with the standards of our industry.
This webinar is free to attend (we don’t want your hard-earned money—buy yourself a coffee and join us!), but space is limited to just 20 participants.
Reserve your spot early! Visit https://mellon360.com/contact/, fill out the contact form, and mention “Marketing Webinar” in the message section.
Those who have been in the business for some time will tell you that executive protection is 90% about preventing threats and only 10% about responding to them. Preparation is key when it comes to protective details, and while physical security measures, highly trained agents, luxury vehicles, and advanced equipment are all critical components of any operation, one often-overlooked asset can mean the difference between proactive protection and reactive response: protective intelligence services.
We can all agree that the world is rapidly changing, and with it, so are the threats, how they materialize, and the individuals behind them. The ways in which hostile actors can reach and harm your clients are constantly evolving. A bodyguard today must consider and prepare for risks and threats that are significantly different from those of 15 or 20 years ago. The digital age has given criminals, stalkers, and hostile actors new tools to track, target, and attack high-profile individuals.
Protective details are often perceived by the public as a purely physical profession, standing guard outside a client’s hotel room, escorting them from point A to point B, and responding to immediate threats. However, in reality, there is far more happening behind the scenes. A successful protective detail involves more than just the agents’ strength or combat skills. A security team that relies solely on reactive methods rather than proactive strategies is doomed to fail. If your protective team lacks the critical foresight needed to anticipate threats, avoid danger, and prepare before a situation escalates, failure is inevitable and failure in this industry can mean human loss, physical harm, asset loss, or reputational damage.
If you ask executive protection (EP) agents how often they have been provided with necessary protective intelligence by the companies that hired them, the majority will likely tell you they haven’t, unless they worked for a major corporation that either invested in its own intelligence division or sourced intelligence from a third party.
The reality is that most security firms neglect to integrate intelligence gathering and analysis into their protective operations, often citing cost concerns or client unwillingness to fund such capabilities. This short-sighted approach leaves agents in the field operating in a vacuum, exposed to a variety of dangers, limiting their ability to anticipate threats, assess risks, and make informed decisions that could prevent an incident before it happens. These security providers fail to recognize that protective intelligence is now a fundamental part of executive protection, just as advances, risk assessments, and threat assessments are (or at least, should be, for those still neglecting these basics). Intelligence should not be provided only if the client requests it; rather, it must be an integral part of every protective detail.
The Role of Protective Intelligence in Executive Protection Settings
Decades ago, intelligence services were primarily associated with government agencies and large corporations. However, today, with advancements in technology and access to open-source information, intelligence can be integrated into organizations of any size, whether small or large.
Consider this scenario: Your protective team has taken all necessary steps to keep your client’s dinner meeting at an A-list restaurant safe and confidential. They even booked the reservation under an alias. However, another customer at the restaurant recognizes your client and tweets on X, “Guess who’s having dinner at our restaurant?” followed by #YourClientsName.
Now, the location of your client’s dinner is public knowledge, rapidly spreading across X and other social media platforms. Meanwhile, your executive protection (EP) team still believes the visit is confidential, unaware that the client’s whereabouts have been exposed. This is critical information they should have in order to take precautions and act accordingly. But without protective intelligence services, they wouldn’t even know the exposure had occurred.
Now, let’s consider another scenario. One of your clients is on a business trip, staying at a hotel. Nearby, a protest is forming and moving closer to the hotel. As a security provider, you would want to advise your client to stay put until the situation stabilizes. But again, without intelligence services monitoring such developments, you wouldn’t have the necessary information to take proactive measures and you would ignorantly move your client into harm’s way.
Why Intelligence Matters in Executive Protection
Executive protection is not just about reacting to threats, it’s about preventing them from occurring in the first place. This is where protective intelligence plays a crucial role. While general intelligence involves gathering and analyzing information across various domains, protective intelligence is a specialized discipline focused on identifying, assessing, and mitigating threats before they materialize into real dangers.
Many executive protection teams rely solely on physical security measures, such as bodyguards, armored vehicles, and surveillance equipment. However, without an intelligence-driven approach, these teams are operating in the dark, reacting to threats as they unfold rather than anticipating, mitigating, avoiding, and/or neutralizing them ahead of time.
The Role of Protective Intelligence
Protective intelligence serves as the foundation of proactive security. It enables security teams to:
–Identify Threats Before They Become a Problem – Protective intelligence involves continuous monitoring of potential threats, including hostile actors, criminal activity, cyber threats, and geopolitical risks. This allows security teams to take preemptive measures rather than relying on last-minute reactions.
–Enhance Situational Awareness – Protective intelligence provides real-time updates on crime trends, civil unrest, and other evolving security threats in locations where clients are traveling or staying. This helps protection teams make informed decisions, adjusting routes and security plans as needed.
–Mitigate Risks Through Social Media Monitoring – We live in a digital world and many threat actors use social media to track, expose, or target high-profile individuals. Protective intelligence includes monitoring online threats, identifying potential leaks of a client’s location, and flagging concerning activity before it escalates into a real-world risk.
–Support Advance Work and Security Planning – Before a client arrives in a city/country location, at a venue, hotel, or meeting location, protective intelligence ensures comprehensive site assessments. Intelligence analysts vet the security of these locations, identifying potential risks and enabling teams to establish backup plans in case of emergencies.
–Provide a Strategic Advantage to Executive Protection Teams – Without protective intelligence, bodyguards and security teams are left to react to threats in real time, often with limited information. With intelligence, they gain a strategic advantage, allowing them to operate proactively and avoid unnecessary risk exposure.
While executive protection agents are considered the last line of defense, intelligence services can extend their protective reach beyond the immediate environment as they can provide:
Location-based and Situation-based risk assessments – Evaluating crime rates, political instability, and recent incidents at destinations.
Live threat alerts – Real-time updates on emerging dangers such as civil unrest, roadblocks, or suspicious individuals.
Pre-mission planning – Conducting advances on venues, hotels, and travel routes to preempt potential risks.
Why Small Firms Avoid Intelligence Services
However, despite its undeniable value, or how many will seek education on the topic, many executive protection firms only integrate protective intelligence when a client specifically requests it, and they can charge for it. This is a highly flawed approach because protective intelligence should not be seen as an optional service to add on, but it must be a core component of every security detail!
A team that operates without intelligence is only providing half of the protection necessary to keep a client safe. In contrast, a security team equipped with protective intelligence is proactive, informed, and always one step ahead of potential threats. The reality is that many small executive protection companies skip intelligence capabilities because they often function on tight budgets and want to prioritize the most visible security measures which are bodyguards, vehicles, and sometimes surveillance equipment without realizing that intelligence is the very foundation upon which these elements should be deployed.
However, waiting for a client to demand intelligence services before integrating them into a security operation is fundamentally flawed. A security company should be advising the client on what is necessary, not the other way around. And when the client does not wish to pay for it, then what? You should have it as part of the services you provide in order to prepare and equip your agents best. The reluctance to invest in intelligence is a classic case of reactive security planning instead of proactive threat mitigation and that comes with a cost.
The cost of ignoring the use of protective intelligence is exposing themselves to unnecessary risk and liability. A single incident, whether it’s an ambush, a targeted attack, an embarrassing situation, or even a travel or meeting disruption, can severely damage a company’s reputation, not to mention endanger lives and assets. On the other hand, an intelligence-driven approach enhances the professionalism of a firm and gives clients a reason to trust in the protective measures they provide.
Again, consider this scenario: A protective team is escorting an executive to a conference in a foreign city. Without intelligence, they are unaware that the hotel is located near an area experiencing political protests. A sudden outbreak of violence places the client and the team at risk. With an intelligence component, this risk would have been identified in advance, and an alternative plan could have been executed.
Making Protective Intelligence a Standard, Not an Option
Security firms must begin treating protective intelligence services as a standard part of their operations, not an add-on that only high-budget clients receive. Even small firms can develop intelligence capabilities by:
Hiring or outsourcing intelligence analysts who can provide actionable insights.
Using open-source intelligence (OSINT) to monitor real-time threats.
Using technology and proper AI-driven tools to track risk factors across different regions.
Training security personnel to integrate intelligence into their daily routines.
Prevention can be more effective than reaction, considering the fact the enemy holds the element of surprise and chooses when, where and how. The primary goal of a protective team is to be able to detect when, where and how and take proactive actions to prevent attacks.
Protective Intelligence services allow for: -Early threat detection – Monitoring and identifying potential threats before they become direct dangers. -Predictive risk analysis – Understanding patterns of criminal activity, protests, or hostile surveillance. -Strategic planning – Knowing the safest routes, venues, and contingency plans in advance.
An intelligence-informed protective team doesn’t just protect, it ensures their client never even faces the threat in the first place. Protective intelligence should not be seen as merely an expense but an investment in the effectiveness and credibility of a security detail. The most successful executive protection teams are those that blend physical security with actionable intelligence, ensuring they stay ahead of threats instead of merely reacting to them. When a protective team has access to protective intelligence, they elevate their role from a “security presence” to a “security strategist.”
It is time for executive protection companies, especially the smaller firms, to rethink their approach. Intelligence is not a luxury; it is an operational necessity that must be built into every protective detail, regardless of client expectations. If the goal is truly to protect, then intelligence must be at the core of every mission.
The recent assassination of UnitedHealthcare CEO Brian Thompson has cast a spotlight on the vulnerabilities faced by many corporate leaders and is a great example of how C-Suite executive’s safety can affect not only their personal wellbeing, but also can drastically affect a company’s reputation and stock. According to News Nation, UnitedHealth Group shares are down more than 14% since Thompson was shot and the company is counting its losses in billions.
While many corporations see security as an unnecessary financial loss and many won’t consider it in their budget, history has shown us that failing to protect their executives can cause an enormous financial loss. As we have seen, there have been many reported incidents surrounding violence towards C-suite executives. Some of the most well-known cases, the kidnappings of the Toronto crypto company CEO who got kidnapped last November and was held for $1M ransom before being released, the murder of the tech executive Bob Lee, founder of Cash App in San Francisco, in 2023, and the death of another tech executive Vivek Taneja, who was assaulted in downtown D.C. on February of the same year and succumbed to his injuries a day later. These incidents, along with many others, bring again to light potential dangers that corporate leaders face today.
While the general public assumes that all high-profile individuals, including celebrities, have security, the reality is that many C-suite executives operate day-to-day without any security presence. Whether they are traveling for business, attending meetings and conferences, or simply going about their daily routines, these individuals often find themselves exposed to various threats without the support of a dedicated security team.
The reasons for this vary. In some cases, the cost of executive protection is not prioritized within the company’s budget. In others, reductions in force (RIF) have affected the security team. Additionally, even when security is provided, many executives resist it, preferring to avoid the perceived inconvenience of having protection around them. One of the biggest challenges when assigning security to specific individuals is their non-compliance, as they believe they will lose their privacy and be forced to change how they live their lives.
Significant Incidents Involving CEOs:
Brian Thompson was the latest victim, but not the only one by far:
51-year-old Forrest Hayes, the former senior director of Apple’s worldwide operations, was killed by a high-priced prostitute who injected him with a lethal dose of heroin and then left him to die on his luxury yacht.
In 2019, Tushar Atre a tech executive and founder of a Santa Cruz-based web design company, was kidnapped from his home on October 1, 2019. He was later found dead in his girlfriend’s BMW SUV. Several suspects, including former employees, were arrested in connection with his death.
In 2022, Artemis Seaford, a high-level executive at Meta and dual U.S. – Greek national, was found to be surveilled by surveillance-for-hire software for around one year.
In 2015, Tadas Kasputis, one of the founders of CoinStruction and the ExMarkets crypto-exchange was kidnapped in his hometown Kaunas city in Lithuania by criminals who wanted to gain access to his crypto wallet.
In 1998, Bill Gates, was hit in the face with a cream pie as he was about to enter a building for a meeting in Brussels.
In 2018, Jeff Bezos had his mobile phone “hacked” after receiving a WhatsApp message.
As we can see from multiple cases, threats towards these individuals can come from any direction and at any given opportunity. Those of wealth or stature in society find themselves becoming a target or being “condemned” by groups who feel that they somehow deserve more and that their goal is best obtained through violence of some sort.
We all saw how executives and personnel from pharmaceutical companies were targeted during the Covid lockdowns and how specific minorities (Asian) have been singled out for harassment recently due to stories surrounding the supposed origins of Covid as well as the tedious political arena of U.S/Chinese relations. Russian businessmen/women have become victims of various crimes against themselves, their families, assets, and companies.
The Need to Protect the Brand
One thing that often escapes the attention of many corporate boards is that CEOs and other high-level C-suite executives are not just leaders of their organizations, they are the face of the company, the human embodiment of the Brand. Protecting these individuals extends far beyond safeguarding their lives; it is also about safeguarding the brand’s reputation, market value, and future stability.
The visibility of executives today has grown exponentially. Shareholders, clients, and the media closely associate a company’s identity and trustworthiness with its leadership team. When a CEO or prominent executive is harmed, whether through assassination, kidnapping or any other physical harm, the ripple effects can be catastrophic for their organizations. Such events can erode stakeholder confidence, shake public perception, and cause financial volatility.
For example, and as we mentioned earlier, following the tragic assassination of UnitedHealthcare CEO Brian Thompson, the company’s stock value reportedly dropped over 14%, resulting in billions of dollars in losses. This kind of damage is not limited to financial metrics alone; it can also impact on employee morale, customer trust, and the company’s ability to attract new business.
The brand-equity connection is further amplified in industries like technology, finance, crypto and healthcare, where executives are often seen as visionaries or cultural icons. Consider figures like Bob Lee, founder of Cash App, whose untimely death not only shocked the tech world, but raised concerns about safety for executives in high-risk urban environments. In these scenarios, the absence of robust protection not only puts lives at risk but also undermines the strength of the brand narrative and leadership continuity.
Corporate boards must understand that executive security is not just some numbers in your budget as an expense, but a proactive and strategic investment in their brand protection. While the first thing that comes to mind is the importance of preserving human lives, organizations have to also realize that any harm done to their executives and employees will have a tremendous impact on their business.
The loss of the leaders in their business (the brains behind their products), the loss of their intellectual property, and the disturbance of their daily operations will cause the employees, customers and investors to lose faith in them. Failing to protect their own executives leaves companies vulnerable, not just to physical threats but to reputational damage that can take years to repair.
One thing that has become increasingly apparent in light of these recent incidents is how surprisingly easy it can be for individuals, often with limited resources, minimal planning, and very little experience, to approach, harm or embarrass high-profile public figures, including CEOs and other C-suite executives. These events expose a concerning vulnerability: corporate leaders, who represent power and authority can still be physically or reputationally damaged with alarming ease.
The very perception of strength that many companies project, be it through financial dominance, market influence, or industry leadership, can quickly crumble when their most visible representatives are attacked or harmed. It reveals the “giant with feet made of clay”: an entity that appears powerful and unstoppable on the surface but, in reality, cannot adequately support or protect its executives, leaving them exposed to danger.
This illusion of invincibility creates a dangerous dichotomy. While corporations may excel at presenting their resilience in business operations, their failure to ensure the security of their leadership undermines their credibility. Each time a CEO or executive is harmed (whether through kidnapping, physical assault, or character assassination) it sends a message to stakeholders, employees, and even competitors that the “giant” is vulnerable. The company’s façade of stability cracks, and the repercussions can be severe:
Financial Fallout: Attacks on executives often trigger stock price drops, erode investor confidence, and cause millions, if not billions, in losses.
Reputational Damage: If a company cannot protect its leadership, what message does that send to clients, employees, and the public?
Operational Disruption: The absence or incapacitation of key executives can destabilize decision-making and hinder long-term strategic goals.
High-profile incidents, like the assassination of UnitedHealthcare CEO Brian Thompson or the kidnapping of crypto executives such as WonderFi’s Dean Skurka, are not anomalies, they are warning signs. They demonstrate that harm can come, not just from organized, well-funded adversaries or criminal organizations, but also from individuals acting alone with limited means. These cases emphasize a critical truth: public figures, especially those in leadership roles, are increasingly accessible targets.
Companies must reassess their priorities and abandon the illusion that their leaders are untouchable simply because they are perceived as powerful. Executive protection for your C-Suite executives is not a luxury or a budget allowance; it is a necessity. A company that fails to shield its most visible assets, its leadership, risks becoming a symbol of fragility rather than strength.
What Comes Tomorrow?
For those closely following the latest incident, the aftermath of UnitedHealthcare CEO Brian Thompson’s assassination reveals troubling insights into public perception and growing hostility toward corporate leaders. Social media platforms quickly became a breeding ground for disturbing reactions. The majority of users were seen mocking or justifying Thompson’s death, with some going so far as to openly encourage similar attacks against other CEOs.
This online vitriol has already inspired real-world consequences. In a concerning copycat case, Briana Boston, a 42-year-old Florida woman, was charged after allegedly making a threatening call to BlueCross BlueShield over a rejected medical claim. While her actions did not escalate to violence, the threat underscores how quickly frustrations directed at executives can boil over into actionable hostility.
The assassination of Brian Thompson has set off a dangerous chain reaction. According to a recent warning issued by the New York Police Department (NYPD), US healthcare executives now face a heightened risk to their safety. Authorities uncovered an online “hitlist” circulating in the wake of Thompson’s death, featuring names, photos, and salaries of numerous other health insurance executives.
This list has amplified the sense of vulnerability. Executives who were once seen as inaccessible are now being publicly targeted. Compounding the issue, “wanted” posters featuring the faces and personal details of healthcare CEOs have appeared throughout Manhattan. These acts, whether meant as intimidation, protest, or a precursor to violence, signal a troubling escalation of hostility toward corporate leadership.
We are dealing with a disturbing growing phenomenon: digital outrage is no longer contained to online spaces. Social media platforms, already rife with grievances about systemic inequities, economic struggles, and corporate distrust, are now amplifying calls for real-world action against executives. Online forums and posts can radicalize individuals, especially those with personal frustrations or grievances, encouraging them to take matters into their own hands.
What comes tomorrow is not limited to healthcare. Brian Thompson’s assassination and its fallout serve as a stark warning to leaders across all industries. CEOs and C-suite executives are increasingly vulnerable, both as visible symbols of power and as targets of systemic frustrations.
Companies that fail to recognize and respond to this evolving threat landscape risk not only the lives of their leaders but also the stability of their operations and the trust of their stakeholders. The time for reactive measures has passed. A proactive, strategic approach to executive protection is now a necessity.
Don’t Be The “Giant With Feet of Clay’’
The evolving threat landscape necessitates a proactive approach to C-Suite executive protection. Companies should start thinking proactively, stop placing security as the first budget cut and must balance the need for security with the personal preferences of their executives, ensuring that protection measures are both effective and minimally intrusive.
Prioritize Executive Security: They should start treating executive protection as an integral part of corporate strategy, not an afterthought.
Adopt Proactive Risk Management: Conduct threat assessments, monitor vulnerabilities, and implement protective measures before incidents occur.
Invest in Discreet and Effective Security Solutions: Develop security protocols that do not disrupt executives’ lives but still provide robust protection.
As we have seen, the message is clear: the world has changed, and so must corporate priorities. CEOs and other C-suite executives are not only the face of their organizations, but they are also vital assets whose safety directly impacts a company’s stability, reputation, and bottom line. Ignoring this reality exposes businesses to unnecessary risks that can have catastrophic consequences.
The “giant with feet made of clay” is no longer a metaphor; it is a warning. Companies must shed the illusion of invincibility and untouchability and take decisive, proactive action to protect their leadership. By prioritizing security, managing risks effectively, and implementing discreet security measures, businesses can protect not only their executives but also their brand, market value, operations, and future success.
In an era where a single incident can bring a giant to its knees, the choice is simple: adapt and fortify, or remain vulnerable and hope you are not next.
In the world of security operations, one of the most critical areas is communication, which involves constant cooperation and vital information sharing between top-level executives, their respective EA/P/A, the GSOC team, company employees, vendors, and agents working on the ground. Now, if you have been working for any reasonable amount of time in our industry, we are sure that the majority of you have experienced situations where the operation and security of everyone involved has been negatively affected by poor communication, inconsistent communication, or even the complete lack of communication. How information is being shared, what kind of information is being shared, and how/when it is documented is a skill one will quite often learn more readily outside the traditional ‘’EP Schools’’. Considering the fact that many security operations involve a huge number of people and different companies/vendors creating a hierarchy level, coupled with the fact that many companies have a tendency to be highly secretive with the information regarding the operation, you begin to understand how failing to communicate properly will not only create more risks but also will create day to day complications that don’t allow for a smooth operation. This is something that will not only be experienced by anyone secondarily involved, but also by the very protectees themselves. Keep in mind that your clients need peace of mind as well, and they shouldn’t be bothered or have their daily schedule negatively affected by your lack of communication skills or the resulting issues that ensue.
Communication tools
There is a common misbelief (Hollywood and action entertainment are all too often to blame for this) that all EP operations have agents using radios and other high-tech gadgets. In all actuality, the majority of EP agents are required to appear either low profile or not given a radio based on client proximity so they must rely upon and use their cellphones for a majority of their detail communication needs. Using your cellphone may seem like an easy tool and really quite convenient, but there is a downside, and it should also come with specific warnings regarding the pitfalls that come with its use.
Currently, for your operational needs, in order to communicate, you will need some form of a publicly available chat app. Some of the most utilized and popular platforms are Signal, Telegram, Wickr Pro, and Threema, to name a few. The majority of our colleagues have used and are still using WhatsApp, even though the app has been reported for multiple data breaches and leaks, as well as ‘’system shutdowns’’, leaving many colleagues panicked and scrambling to rapidly find an alternative communication system. But no matter how serious the issues that it presents, WhatsApp seems to be yet another example of the phenomenon where people get so accustomed to a product and do not want to change because change means you have to learn to use something new from the ground up and start again. We have had serious resistance from other companies we provided services to, as well as our clients themselves when we asked to use a different and more secure platform. In the end, we and our agents agreed to use WhatsApp as per our clients’ request for them; however, we were utilizing other platforms privately between our own agents. When you are using a third-party App such as WhatsApp, Telegram, Signal, etc., keep in mind that you will never be in control of the safety of the information you are sharing. Never. None of these apps are or ever will be entirely safe. So, when you are deciding, choose carefully based on who has fewer privacy issues, who is the creator (country), who your client is in relation to the creator (can the creators of this app be targeting your client?), what are your operational needs and always make sure you stay on top of the latest changes (social-political, geopolitical as well as company changes) that may affect the risk to your client. There are also paid work chat apps or business apps created for the workplace and personal messaging that promise a safer environment but again, one must take into consideration the fees and accessibility. (Who is paying when there is /more than one company involved and who IS involved, i.e. contractors, employees, 2nd parties, etc.).
And the available functions and capabilities of each platform need to be vetted thoroughly as well. What are your needs or requirements? Will you be using large group chats? Will you and any size group be able to utilize voice texting? Will you be able to send small packets of information through the groups that you set up? (Pics of critical POIs, BOLO vehicles, onsite venue pics for inbound teams or advances, etc.) These are just a few of the features that operational teams use all the time and finding the right platform for your team’s needs and unique requirements is very important. No one operational has any desire to have any more apps or sites open at once on their personal devices than is absolutely necessary in an effort to try to manage a detail. Less “moving parts” is always better, if possible.
Information flow
During a protective operation, there is information that is crucial and must be passed among the parties involved (as per their responsibilities) and the agents on the ground. For numerous reasons, some individuals who are assigned as an operation manager or contract manager seem to be apprehensive about asking the necessary questions of the client or the people assigned to act on behalf of the client. This apprehension, quite often, is caused by their own insecurity in what they want to ask, fear of a negative response to their request, or the simple fact that they do not know what to ask. Insecurity in what to ask is a skill acquired by time in grade. As we spend time in our Craft, it’s almost impossible not to learn what the correct questions or inquiries would be. Fear of a negative response can be associated with the desire for acceptance or to have the client like them. We all know that what is best for the client’s safety and family security may not exactly be what THEY want…Be prepared to patiently and thoroughly explain the reasoning behind the questions and the resulting decisions. And for those who don’t know what to ask, stay tuned we will share a template one can use as one sees fit for his/her own needs.
When you receive a request to provide protective services, you must ensure that any/all specific information that is necessary for that detail’s success is obtained from the client right away and is passed along immediately to the agents on the ground. How many of us have found ourselves working on short gigs and know nothing or very little about the client? Sometimes even the very basic information that pertains to the gig itself? While we all know that clients can change their minds about what they want from second to second, there is specific information that still must be passed to the agents. This is an inherent need to set your team up for success. Period. Being able to plan ahead, run successful advances, and lower the risk levels, or even eliminate them altogether, means you must have as much information as you can and communicate it properly.
Now, the information flow definitely has two sides. Because the agents on the ground are reacting in real-time during any situation, they are actively aware of new information that must be passed on to the GSOC or the assigned person in charge. It must be done on a consistent basis. This is critical for operational effectiveness. But we all know “that” agent who will put every, little, minute bit of information that he/she may think it is relevant to the task. Always keep this in the back of your mind…While you are communicating with your fellow team members or passing vital information to your GSOC, keep it brief. Short and to the point. Only the facts. K.I.S.S. is the acronym that suits this best…
I don’t believe that we can accurately highlight enough how important briefings and de-briefings are in our line of work. It seems that more and more, only a handful of companies or team leaders are utilizing them properly or using them at all. This lack comes from basic laziness in people who want to merely save time (Even though you can keep them short if you keep them on point and factual) and/or the absence of needed information. If you have nothing to pass on to your agents, why have one, right? Wrong. You, as a team lead, are not the only one who may have information that needs to be brought to the group. Allow team members to speak and ask questions so that later issues are avoided.
Communication Briefings are designed to provide necessary information about a client, the detail, events or occurrences and how they all interact, in a quick and effective way. They can also inform your agents about the SOPs, how to carry on specific instructions or corrections/encouragements to how they are performing or changes required to perform their duties. Everyone involved will hear about current risks and key threats in the areas they will be operating and will all be on the same page.
De-briefings are equally important as it gives the team the opportunity to again share any information they gained through the day, identify any issue, discuss risks, possible POIs, improve communication between the team members and provide any additional support or guidance depending on the situation. It may also include discussions about changing tactics for the next day of operations as required due to new informational input gathered. And if there is truly nothing to report at the end of any time period, take the opportunity to boost morale and congratulate the team on a job well done. Remember, while we work very hard to stay out of sight and not draw attention to ourselves, this in no way means that we don’t need encouragement from time to time.
Documentation
After being in this industry for a combined 54 years, we can both tell you how important documentation is (And it will save your position [And your posterior] one day!). If you are an EP agent and part of the team, it doesn’t matter if you have been sending your information and communicating with your fellow team members, your TL, or GSOC during the day. At the end of each shift, or the end of the operational day, you MUST keep a daily report. Your own daily report. In simple words, your own ‘’diary’’. As much as we have been discussing communication during this article, this is the most important form of communication that you can possibly use. It literally is your communication with the future. We know that sounds a bit “out there”, but hear us out. At any one point in the future, you may be called upon to recount a day, event, or occurrence that is critical and it could very well be the difference between safety or an unsafe condition…contract or no contract….Employment or unemployment…Some little detail that will be the deciding factor between simplicity and severity. And the very fact that you kept an intricate record of your daily operations will be the one factor that makes all the difference in the world. The reason is, the information you (or that has been circulated by others during the shift) may or may not have reported or documented, or the incidents or special client’s requests of that day that may or may not have been registered will be absolutely dependent on the accurate reporting and documentation that you and your team kept. As part of our job is preparing and preventing the worst, keeping your own diary/documentation means you are protecting yourself and the decisions you or your team made at work if you ever are questioned or called in for explanations. It will help you to tell your side of what happened and why you made the decisions you made, what were client’s requests or TL requests, and how you responded. The easiest way to do this is by sending yourself an email at the end of your shift. Besides the information you would obviously include, you will have (because of the e-mail) the time and date also registered.
Ever since there was ever more than one of us in proximity to one another, there is one undeniable fact…To survive, we MUST communicate. Every deciding moment in history has been built around communication. Banners, signs, signal fires, telegraph messages, the Pony Express, Morse code, Enigma, emails, burst satellite…All based on the need for and the understanding of communication. In our Craft, we must be the true professionals, and with this requirement comes the critical need to convey what we know, what we’ve seen, where we’ve been…The list goes on. Now, we know that this article only covers the basics when it comes to the subject of communication, and we realize that. But for those of us in our Craft, these points that we have made in this article are several of the “little things” that come up all too often in any detail AND they are the most frequently abused, ignored, and neglected aspects of what we consider to be a crucial part of any successful operation in close protection. How we communicate. For once we can smoothly, eloquently, accurately, safely, and quickly disseminate information properly, all the other aspects of our task will fall into place.
The Grows
Denida & Chris Grow bring a combined 54 years of international experience in the Protective and Intelligence services. They are based in Seattle, WA, and run their companies LeMareschal, Athena Worldwide and Nannyguards.
We are very happy and quite proud to announce that Nannyguards has been selected by the Leaders Network team at Meta to showcase our success story. It has been a tough road and many long hours since the very first day Nannyguards was created and we feel extremely blessed to share our work and heartfelt passion with some amazing professionals who have since joined our team. Dr. Mary Beth Wilkas Janke (Psychology), JD Elkin (Cyber Security Awareness), Kelly Sayre (Situational Awareness) and Chris Grow.
Even though I addressed this subject over twelve years ago, the same still rings true. In the world of executive protection/close protection, there are already so many distractions, pitfalls, and misunderstandings that I believe there is a veritable need to, again, address the distinction and perceived necessity surrounding certifications, licenses, and memberships/associations that so many new practitioners fall prey to in their quest to achieve their career goals of becoming a truly professional executive protection or close protection agent. Let’s take a few minutes and see if we can answer a couple of your important questions and get you headed in the right direction…
Besides the damages and the loss of valuables, cash, or assets that have enormous value, some of these victims are going to be scared forever. It is never easy for one to have his/her safe heaven, their home, broken into by others. Knowing that the place you consider the safest is not safe and seemingly anyone can target you, come closer to you, or steal from you, makes the victims feel vulnerable and unsafe and brings substantial levels of anxiety into their daily life. Having your privacy torn from you can leave mental and emotional scars that do not mend.
What’s even scarier is that many of these victims have families, and their children can be targeted as well. And if you think that only celebrities can be victims of having their homes broken into, think again. Many incidents show that other individuals such as C-Suite corporates, businessmen and businesswomen, as well as Royal Family members, have had their homes broken into. Florence Mirsky, Elton B. Stephens Jr, and the former prime minister of Qatar, Hamad bin Jassem Al-Thani are just a few examples.
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According to Vanity Fair ”David and Victoria Beckham were reportedly “shaken up” after a masked intruder broke into their home while they were asleep. The couple’s West London mansion was burglarized in late February. The pair and their 10-year-old daughter,Harper, were apparently asleep when the intruder broke in upstairs, only becoming aware of the invasion later. In the meantime, the burglar was able to quietly make off with thousands of pounds worth of their belongings. The Beckhams didn’t realize they’d been burglarized until their 17-year-old son, Cruz, came home later that night after an evening out with friends and discovered a ransacked spare bedroom with broken glass from where the window had been smashed in. Cruz alerted his father, who called the police. They then both went looking for the trespasser, but he was long gone by then with their designer goods and electronics.”
Reading all these names (who are just a small group considering the larger picture) you may ask: since they have the money, why can’t they protect their homes more efficiently?
One of the primary reasons is the all too common PROACTIVE vs REACTIVE security stance they take. This unfortunate view has become one of the leading factors in these types of circumstances. Many people, no matter what their financial background or celebrity status might be, will only take action and reach out for help AFTER an incident has taken place. They are convinced, either on their own or by friends and associates, that they don’t need that kind of protection, they’ll be fine, it won’t happen to them…Until it does. Then, some may invest in a close protective detail, but not in a residential security team, and in doing so, will never learn what may be truly necessary. Some interesting residential security facts brought up by the 2022 State of Safety report showed that although Americans believe that crime is on the rise, the use of property protection measures fell 6% between 2019 and 2020, and nearly 40% of American residents don’t use any kind of security measures to protect their home whatsoever.
What is Residential Security?
Residential security is a combination of technological measures, methods, and manpower to ensure the safety and security of a household (lives, valuables, privacy) and the assets and property that lie within its perimeter. Depending on the client’s risk and threat factors (their security needs), it can be alarm systems, controlled access, guard dogs, physical residential security teams/guards (RST), drone coverage, or any combination of these tools.
A good residential security plan starts with a detailed, in-depth risk, threat, and vulnerability assessment. An expert should visit your residence and do a detailed physical survey to identify any weak points that will make it easier for someone to gain access to you or breach your privacy. The expert will be able to determine the seriousness of potential risks and the likelihood of an incident taking place, either due to what is discovered during the assessment or specific threats you have currently. He/she will consult with you on a plan and give their recommendations (upgrading the locks on windows and doors, upgrading the level of glass security, placing an alarm system and CCTV, hiring security guards, etc.) on how to mitigate any risk and/or threat factors and protect your property. They can also identify the response time for first responders and law enforcement and do thorough research on your area’s criminal activities, crime rates/types, and even any known sex offenders’ presence in your surrounding neighborhood. So many families have small children, and knowing the potential risks in the surrounding area helps to mitigate any possible dangers to the children’s safety. During an estate risk, threat, and vulnerability assessment, they look for anything that can be harmful to you or disturb your life. A threat can be anything such as a natural disaster, fire incident, stalking and harassment, privacy violation, smash and grab theft, robbery, vehicle theft, or a serious physical attack such as a kidnapping, active home invasion when you’re home or even murder.
Things to consider when establishing a Residential Security Team
A Residential Security Team is not established just because the client lives or spends the majority of their time at the said estate, a residential security team is placed for the safety of the premises even when the client is not home. Arriving home to find a violent individual in your home awaiting your return is no less disturbing than stopping one from coming in when you’re present in the home. Most clients and security companies focus so much on protective details that they forget the importance of having a proper and balanced RST in place that will make sure the house, your belongings, and your privacy are protected 24/7. Most of the victims mentioned at the beginning of our article could have prevented what happened to them if they had put the needed importance on their RST teams. While a determined criminal might come in when you’re home, most will attempt their task when you’re away from the residence, and a mere security system with cameras only takes great pictures of them getting away, not stopping the loss of assets or the even more frightening possibility of someone waiting until you arrive home.
A Residential Security Team and the Protective Detail teams must cooperate and communicate with each other on a regular basis. They are two departments with the same goal, to keep the family safe. Either when the family is on the move or back at home. We’re highlighting the necessity of cooperation significantly because there seems to be a competition at times between RST and Protective Details teams who don’t share information or report to each other as they should. Remember, as an RST, you have eyes on the property and around it; as a Protective Detail team, you have eyes on the client while in public or away. Many incidents would have been avoided if one team could pass on the information they found to the other. In the end, we all truly want the same thing…A safe and happy client and his family.
The training of your Residential Security Team is crucially important. You must have trained personnel who not only know every inch of your premises and all the needed procedures but also are trained and qualified for the job requirements. Make no mistake, a residential security team member is not just a uniform guard.
RST members are individuals who are responsible for a variety of functions such as:
access control
patrols
CCTV monitoring
surveillance
documenting and reporting
emergency response
providing real-time information about the surrounding area
identifying suspicious behaviors and reporting them
have a high level of customer service attitude
conduct ongoing threat, risk, and vulnerability assessments
follow up with SOPs
work directly with household personnel, other security teams, and local law enforcement
know how to use alarm and surveillance equipment
can support event security operations
mail screening
The residential security team is your first line of defense, and when they are truly professional, they can be a deterrent to anyone who may want to target your home.
When you’re vetting your Residential Security Team, there are a few steadfast rules to always keep in mind. Would you allow just anyone to be close to your family and friends? No, of course, you wouldn’t! Then why shouldn’t you be extremely careful during the vetting and hiring process of your residential security team? Known incidents have shown that ‘’strong castles fell from within’’, and many home break-ins have happened due to insider information. When we deal with celebrities or people with specific wealth, insider threat is very real. Many of the break-ins happened because one of the residential security guards either committed the crime or made it easier/assisted the actual burglars. Vetting your security personnel is mandatory, a criminal background check should be done before hiring and be done again regularly at random after the initial hiring. An additional credit check is necessary to assure that your RST members are of sound financial background. There can be no room for any type of bribery or theft of the client’s assets due to an individual’s monetary indiscretion. Driving records are crucial as the RST members may or may not have access to or need to move the client’s vehicles. And as much as it sounds ‘extremist,’ there MUST always be a background into anyone near the children or having regular interaction with the children. The world is no longer a safe place…Unless we make it that way. This is our task…This is our Craft. We have chosen this, and a Residential Security Team is a very necessary asset for the proper 24/7 protection of clients, property, assets, and even their very lives.
If you are interested in learning more about Residential Security or need a Residential Risk, Threat, and Vulnerability Assessment? contact us today at info@lemareschal.com
In our latest interview with expert Nick Barreiro, Chief Forensic Analyst of Principle Forensics, we discussed the security risks from any/all social media platform postings and how someone can obtain critical information from your pictures. If you haven’t watched the interview yet, please find it below
According to Vice’s latest article, authorities have been following Instagram profiles of the women related to, or involved with, Russian oligarchs to obtain information about them, their holdings, accounts, and locate assets to seize/freeze by merely identifying and following the weakest link who posts the most. These women who act like ”influencers” or social media celebrities are looking for publicity, but they now represent a significant threat to the security of the individuals they’re around and expose them to unwanted scrutiny. ”Oligarchs themselves rarely use Instagram to accidentally crack open a window into their high living. Rather, it’s the people partying with them: A stepdaughter, an ex-wife, or in the least one infamous case, an escort.” Read the full article here.
The use of social media and the way it affects our lives and businesses have brought a new challenge to the security industry and the protective team’s responsibility. It gives the entire world the ability to look into people’s lives with the mere push of a button. Scandals are created, secrets exposed, and lives ruined. In the case of personal security, social media can be used in the advancement of a protective detail; however, one must know how to utilize it properly. Today, we will talk about Social Media Investigations and Monitoring. For those who are not aware of the term, as we utilize it in protection circles, Social Media Investigation and Monitoring is the process by which you can identify what is being said about your clients, a brand they represent, or the corporations with which they are involved and any threats or dangers that may exist in relation to those aspects.
As we sift through different social media platforms and online channels, we must then determine if what is being said has any significance regarding your clients’ reputation, persona, and safety and if there is the need to mitigate any risks. In other words, it’s like setting up an online, social media “net”. This process then helps you discover everything that is being said, written about, or portrayed on social media and determine its relevance to your clients. You can gather information about the ‘’public opinion’’ surrounding your clients, about people or entities who are angry with them for one reason or the other, people who are obsessed with them, or people who are making online threats. SOCMINT or Social Media Intelligence (not to be confused with OSINT) has seen a huge rise in necessity due to the use of social media and a competent protective detail needs to always be informed and social media investigations and monitoring are a huge part of this process.
Now, let’s see some examples of how social media investigations and monitoring applies in protective services. Let’s say one of the people you are protecting belongs to a large pharmaceutical company and they decided to raise the price of a specific drug, thus affecting the lives and wellbeing of thousands of people. Perhaps another client is involved in a financial institution that quite suddenly makes a significant decision that affects people’s lifetime savings and pensions. You can imagine that there will be a significant number of people who become very angry, and some may want to harm your client. During the recent pandemic, there were a number of “anti-vaxx” groups that were quite vocal and utilized Facebook as one of their many platforms to accomplish their goals. Another example would be the need to discover if there is someone using your client’s name or company to scam others and commit crimes.
We are sure that many of you today are aware of the infamous ‘’Tinder Swindler’’, Shimon Yehuda Hayut, who legally changed his name to Simon Leviev to pretend to be the son of the billionaire Lev Leviev and used his name and company logos to scam people. Although his actions were known since 2017, it was only after the airing of the Netflix documentary in 2022 that the Leviev family found out and filed a lawsuit against Hayut for falsely portraying himself as the son of Lev Leviev, receiving benefits, and committing crimes.
According to Leviev’s family attorney, Guy Ophir, they will now include anyone who has attempted to make a profit from his scam during the next lawsuit. What we can ask is, as security providers, why didn’t someone from the real Leviev family ever discover this scam artist who was extremely public and active on social media as the ‘’son of Lev Leviev’’? Although the real family members were never part of this fraudulent scheme, and it didn’t appear to affect their safety, it did, however, involve their name/brand in a very public and negative way. In other words, it should have definitely been considered as a threat to their reputation. Other people who were harmed by this scam artist were the businesses who did work with them, and their secondary service providers as well.
Another interesting case to mention is Elon Musk where he, the actual client, took it upon himself to “solve” the issue and directly contacted the person of interest who had begun posting his private flight details and created the security risk for him and was literally blackmailing him unless the POI was paid. According to media reports “Elon Musk states social-media accounts that track his travel movements are ‘becoming a security issue.” Tail numbers and yacht names of billionaires are increasingly being shared on online platforms and one can track them by having the appropriate app unless significant efforts are made to secure them from the reach of those diligent few. These are some unique specific details that the security team needs to pay close attention to at all times.
Since Social Media platforms are the way people today communicate with each other, we as security providers must keep in mind that this is not always a positive aspect. Perhaps a person or persons will utilize social media to collectively gather people with their same goal or mission, to get together and plan their next move (Example: protesting outside your client’s house or corporation). In this case, you will want to know what is being said online about the person you protect to determine if there is something of extreme necessity to include in your risk and threat assessment and then take protective measures as well as inform their legal department.
As we have all witnessed too many times, it only takes one well-placed picture or story regarding some alleged activity on the part of your client, and it will go viral quickly, truth or not. Staying one step ahead of this type of “attack” has become a crucial necessity in order to protect your client from embarrassment or exposure. One of the most common issues in recent history is when personnel close to the client i.e., family, staff, vendors, and any other secondary customers post pictures, stories, or opinions and subsequently fail to understand the negative effect these types of communications can and will have on the client’s life, business, and the lives of their loved ones.
2) To discover what information about your client is posted online either by himself, the ones close to him, or his employees and evaluate how these affect his safety.
3) To evaluate a threat (someone is posting online threats directed at your client).
4) To add to your due diligence.
5) To geolocate a picture or a video, sometimes even audio.
6) To include any findings in your Risk and Threat Assessment (We can never highlight this enough, social media surveys and investigations are now a critical part of your Risk and Threat Assessments).
7) To find people obsessed with or following your clients (stalkers).
8) To identify hate groups or terrorist organizations that may affect your client.
9) To identify people or businesses your client may or may not want to do business with.
10)To mitigate risks from the information found online about the person you protect (How are the pictures of my client used or tampered with and for what purpose?).
11)To identify if someone is impersonating your client or a family member.
12)To find out if your client’s moves/visits/travels are posted online (Exposing them to others who may be in the same hotel, conference room, restaurant).
13)To identify workplace violence or insider threat indicators.
14)To find out what is the ‘’public opinion’’ regarding your client (Always keep an eye on what is being said about your client and have a strategy to respond).
15)To determine if a person or persons are utilizing your client’s name or business name in a malicious or unauthorized manner for their own personal gain. (Claiming associations or partnerships, etc.)
How to perform Social Media Monitoring for security purposes?
First, let’s clarify one important thing. ‘’Googling it’’ is not enough, nor is it the answer. There are a number of search sites that allow for user input thus watering down or contaminating information and it’s accuracy. For those who are not aware, Social Media Investigations and Monitoring is quite a different department of protective services and quite often falls under Intelligence Analysis and Open-Source Intelligence. It requires unique skills and knowledge. One must clearly understand different social media and research platforms and how to use each one of them (and/or in combination) to obtain information. How you will approach each case is different and certainly depends on who your client is, their business, close relations, and/or their public image. This will directly affect the searches and the resources used and for what purpose. It is vital in our current day and age to include SOCMINT (Social Media Intelligence) in your client’s service proposal, no matter how public the person may or may not be. Hiring ten Executive Protection agents and a Residential Security Team is not enough anymore. SOCMINT services are a vital part of your Risk and Threat Assessments (Dynamic Risk Assessments too) and enable your protective detail to function more efficiently.
For those who can not provide a certified Social Media Investigator for their clients, follow up with these steps:
1)Understand who your client is, his/her background, the threats, where do they stand in political, social, financial sectors.
2)Be aware of any of the latest changes in your clients’ lifestyle, public opinions, and professional decisions.
3)Be aware of any of their political and social changes. Watch the news from multiple channels.
4)Familiarize yourself with all close family, friends, staff, and associates and their respective social media footprints.
5)Set up a social media investigation and monitoring strategy.
6)Have a good understanding of the Intelligence Cycle (How the intel is being collected, analyzed, disseminated, reviewed, etc.).
7)Have a good understanding of the search tools on different platforms (Facebook, Twitter, Instagram, TikTok, LinkedIn, Tumblr, Reddit, etc.)
8)Do research on the available search engines and the strengths and limitations each one may have.
9)Know how to conduct image, video, and audio research and gather intelligence from them.
10)Invest in appropriate platforms for social media investigations and monitoring (Have in mind, NEVER rely on one platform’s result or just platforms’ results. The user/investigator is the main component of a social media investigation).
11)Download and use appropriate search engine extensions and apps.
12)Invest time in creating ‘’sock puppets’’ or fake profiles and maintain their persona. Sometimes you may need a profile to have access to different forums or groups without being discovered.
13)Train yourself in link analysis (How to look for connections between people, events, and organizations).
14)Set keyword alerts (In multiple languages in case your client has ties with more than one country).
15)Gather, analyze, evaluate, and report your findings to the appropriate department or leadership.
As the threat landscape changes every day, we as protection providers must be able to adapt and keep ourselves up to date with additional training. Today’s executive protection agent must also be skilled and knowledgeable in investigations, open-source intelligence, protective intelligence, HUMINT, and have an increased understanding of cyber security. Large corporations have already created their own embedded intelligence departments, while others are hiring threat analysts and OSINT investigations from outside security providers. The rise of protective intelligence, and whatever that includes, is here to stay and we are seeing it more and more through the highly increased number of related job postings every day.
If you are an Executive Protection Agent and want to learn more on how to utilize Social Media Investigations and Monitoring for Risk Mitigation Purposes, reach out to us.
f you are a service provider and want to add Social Media Investigations and Monitoring for Risk Mitigation Purposes on your service list, contact us to learn about our vendor services.
We will be launching a series of educational webinars that are absolutely free to attend. The aim of the webinars won’t be to present people and their past stories, but to have specific guests who will combine their experience and training in the industry in order to teach you something new, to help your professional development and to provide consultation for you. They will share their opinions, the “do and don’ts” of the industry and answer your questions.
And the best part? The content of each webinar will be developed by you! While we are working on our next webinars, let us know either by a comment here or via email at info@lemareschal.com what topics would you be interested in having discussed, answered and/or receive consultation on? This is a webinar created for you, by you!
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