September 26, 2023

New Client Conversations: How to engage new clients with estate planning

Learn what to ask new clients — and what to listen for in their answers — as you engage with them for the first time regarding their estate plans. Download the New Client Conversations Checklist to follow along with the presentation.


22 min.


Client conversations, grow your business

Co-Founder & Chairman

Steve Lockshin

Founder, Vanilla

In addition to the founder of Vanilla, Steve Lockshin is a Founder and Principal of AdvicePeriod and former Chairman of Convergent Wealth Advisors (formerly Lydian Wealth Management), a company he founded in 1994. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Lydian Wealth Management was acquired by City National Bank(NYSE:CYN)) in 2007.

Steve is widely known for his contemporary approach to wealth advisory as well as his estate-planning knowledge and is a frequent speaker on both topics. He memorialized his concerns about conflicts of interest in the industry in his guide for consumers, Get Wise to Your Advisor (John Wiley & Sons: 2013).