April 18, 2023

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.


17 min.


client conversations, grow your business

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.