New, Easy Yet Powerful Way to Add Client Value: Digital Vaults – Replay

SPONSORED BY PRISIDIO

You think the tariff trade is a mess? You should see how your clients are managing their legal, tax and home/auto/insurance documents. Everything from photos to passwords and user names are scattered, stored in a mishmash of filing cabinets, cloud drives and a half-dozen devices. How can they – let alone their heirs – find anything when needed? And how can your clients safeguard all this in today’s era of AI-generated fraud?

You can now solve this problem for all your clients – easily, securely and in full compliance. Best of all, it’s a new way for you to add value to your client, to remind them that you do far more than merely manage their investments. And in today’s uncertain and volatile times, that’s of tremendous value to your clients and a great benefit to your practice.

Join us for this informative and actionable webinar, where you’ll discover how you can help your clients get organized, protect what matters, and ensure their legacy reaches their heirs. You’ll see how easy it is today to simplify estate management, giving your clients much-needed peace of mind. Our special guest is Glenn Shimkus, who sold his last company to DocuSign. Come see what Glenn is doing to enhance your practice management now!

For the live webinar only: 1 CFP CE | 1 CFA PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.