The Vanilla Resource Center

The information your need to help clients build meaningful legacies

Videos

Video

Daniel Brockley

Apr 25, 2023

What do you say to clients who are hesitant to engage in estate...

Estate planning can be a hard subject to broach for financial advisors, but it’s a vital part of holistic financial planning. But what do you say when you do raise the subject and estate planning and your client seems hesitant. Steve Lockshin, founder of AdvicePeriod and Vanilla, give his thoughts here.

Video

Daniel Brockley

Apr 25, 2023

How should financial advisors approach technology?

Technology has been a huge boon to advisors, but is more tech always a good thing? Steve Lockshin, founder of Vanilla, gives his perspective on why you need to be careful about how much tech is in your stack.

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