Top Advisor Marketing Podcast

Top Advisor Marketing Podcast


Fintech Mini-Series: How Digital Vaults Enhance Your Value Proposition With G. Scott Paterson (Ep. 358)

April 26, 2022

Estate documents, investment certificates, bank records…your clients probably have a pile of documents they can’t afford to lose.
What if you could provide them with a personal digital vault (branded under your name!) to securely store their documents?