Improving Client Conversations with Vanilla

Wondering how you can use the Vanilla platform to help guide your client conversations and add value? We have some quick tips on how you can leverage the platform to build more complete strategies, differentiate yourself from the competition and grow your share of wallet.

Duration

17 min.

Categories

client conversations, grow your business

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Using Vanilla balance sheets for a more complete financial picture

The Vanilla Balance Sheet is your information hub -- where you can see all of your clients' assets, even those you may not manage. The balance sheet can help you build more successful financial and estate strategies as well as opportunities to grow your business.
How to grow your business with Vanilla

Not only can estate planning be an important differentiator for your practice as an advisor, you can use it to help expand your business with existing clients.
Guiding client conversations with Vanilla Milestones

Milestones can not only help you set important goals with your clients, they provide an opportunity to check in regularly with them.

More lessons

Using Vanilla balance sheets for a more complete financial picture
How to grow your business with Vanilla
Guiding client conversations with Vanilla Milestones

Using Vanilla balance sheets for a more complete financial picture

The Vanilla Balance Sheet is your information hub -- where you can see all of your clients' assets, even those you may not manage. The balance sheet can help you build more successful financial and estate strategies as well as opportunities to grow your business.
How to grow your business with Vanilla

Not only can estate planning be an important differentiator for your practice as an advisor, you can use it to help expand your business with existing clients.
Guiding client conversations with Vanilla Milestones

Milestones can not only help you set important goals with your clients, they provide an opportunity to check in regularly with them.

Additional Course Reading

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Estate Planning 101

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“How do I get a medical power of attorney for my adult child?”...

Blog

10 Diagrams to explain advanced estate planning strategies

Laura Jogani

Sales Executive

Laura Jogani is a Sales Executive at Vanilla. Prior to joining Vanilla, Laura was a financial advisor J.P. Morgan Private Bank, where she worked with ultra high-net-worth families, endowments and foundations. In this role she took a goals-based approach on banking solutions, trust and estate planning, investment management, and balance sheet optimization. Laura brings this experience to Vanilla and provides tailored solutions to advisors in the wealth management industry.

Laura is from the Philadelphia area, but spends her time between Utah and the East coast. She enjoys skiing, hiking, running and summers in Avalon, NJ.