Mariner Advisors grow 3x faster with Vanilla
Your Mariner benefits include Vanilla’s estate planning solutions. Are you taking advantage?
Over 500 Mariner advisors have already activated their Vanilla access and are seeing remarkable results, with heavy users achieving 22% growth rates and 5x higher revenue. Mariner has made the investment in estate planning for you. Ready to see what it can do for your practice?
530+
active Mariner users
22%
average growth rate among high usage offices
5x
higher revenue among high usage offices
2x
higher growth vs. low usage
How it works
Mariner covers all Vanilla licenses, so access to the industry-leading estate planning software comes at no cost to you. And activating your access is easy; a simple IT ticket gets you started.
Your colleagues are already seeing success with Vanilla. What are you waiting for?
How Mariner Advisors are winning with Vanilla
Use Vanilla to:
Convert Prospects: Estate Health Check creates immediate value and engagement opportunities that convert prospects into comprehensive planning relationships.
Build Visual Plans: Reduce estate diagram development from 12-14 weeks to minutes and create stunning, highly visual estate plans that delight clients.
Grow Relationships: Secure long-lasting next-generation relationships and avoid the 80% advisor change rate during wealth transfers.
Read the full case study to learn more about how Mariner offices are using Vanilla to drive revenue and growth.
Deeper engagement with Vanilla’s estate advisory platform is directly linked to significant increases in both growth and revenue, making it an invaluable asset for advisors looking to drive measurable outcomes.
– Mariner Wealth Advisors Internal Analysis
Your colleagues are already transforming their practices with Vanilla. It’s your turn.
