How Mariner Wealth Advisors accelerates AUM growth with estate planning
Mariner Wealth Advisors focuses on 360° advice designed to last, partnering with their clients to create a holistic financial strategy. As one of the most preeminent players in the RIA space, estate planning is a key differentiator for their business, creating long-lasting relationships for advisors and their clients. Vanilla has helped scale their estate planning practice by creating efficiencies and time savings for their advisors, resulting in millions of dollars in revenue growth and a 5.2x higher growth rate for offices with high Vanilla usage.
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