Mariner Offices Drive Revenue and Growth with Vanilla

Mariner Wealth Advisors, a prominent nationwide wealth advisory firm with nearly 50 regional offices, was focused on accelerating revenue growth across its network.

After conducting an in-depth analysis of its performance metrics to uncover the impact of Vanilla’s estate advisory platform on business growth, they found that offices that actively engaged with Vanilla experienced significantly higher growth and revenue.

Mariner set out with a clear objective—to determine if their investment in Vanilla’s estate advisory platform was truly delivering value. By analyzing data across various offices, they categorized usage into a range of categories from high to low and no usage to understand its influence on financial outcomes. What they discovered was a direct correlation between usage and enhanced performance.

See the complete ROI study.