374: Lockboxes 101

Summary

Have you thought of using lockboxes? We discuss the benefits and implementation of lockboxes for managing client keys. We break down the reasons for adopting lockboxes, communicating the change to clients, and tailoring the approach for new and existing clients. We walk through our process of implementing them and how to address potential issues.

Main topics

• The Shift to Lockboxes:

• New vs. Existing Clients:

• Implementing Lockboxes:

• Addressing Potential Issues

Main Takeaway: While they have their drawbacks, lockboxes provide an efficient, secure, and convenient way to manage client keys.

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