A step-by-step checklist to guide your client conversations, updated for 2025
This playbook is inspired by the guide used by Vanilla founder Steve Lockshin and his advisory firm AdvicePeriod, based on Lockshin’s 30+ years of financial advice and estate planning for some of the most successful ultra-high net worth clients in the world. Download the playbook now to learn how to:
- Deliver differentiating value with estate planning,
- Engage new clients in estate planning, including specific questions to ask,
- And set clear expectations for yearly maintenance.
Published: Dec 01, 2024