Vanilla Webinars

Madison Eubanks

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Jun 13, 2025

Estate planning is quickly becoming one of the most effective ways for advisors to differentiate their offering and generate new business—without relying on cold outreach or traditional marketing. In this live webinar, you’ll learn how forward-thinking firms are using estate planning as a lead-generation engine. From offering free planning checkups to delivering visual summaries of complex documents, you’ll see how this once-overlooked service can open the door to more conversations, referrals, and assets under management. We’ll also show how Vanilla can help you scale these efforts without adding overhead. Steve and Larry will cover topics like: Creative ways to use...

Vanilla

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May 20, 2025

For many advisors and wealth management professionals, unauthorized practice of law (UPL) is a vague, looming worry—but what exactly does UPL entail and how can you avoid it? This session will dive into what advisors need to know about UPL and how to navigate the risks while successfully serving clients. Karen and Pete will cover: What UPL is Why advisors and others in the financial industry need to understand it Potential risks of UPL for advisors How advisors and others can protect themselves from UPL claims Attendees who are CFP® professionals and stay for the duration of the webinar will...

Vanilla

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May 07, 2025

AI won’t replace advisors—but advisors who use AI will replace those who don’t. Advisors who understand how to use AI to do their jobs better will set the standard for holistic advice going forward, and this webinar focuses on how to get your firm there. We’ll discuss the evolution of advice and why right now is a critical moment, demystify the real business value of AI, and share examples of firms who are taking the lead. Designed to go far beyond basic summarization, Vanilla’s evolving AI toolkit empowers advisors to analyze estate documents as a cohesive whole, uncover planning opportunities, and...

Vanilla

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May 01, 2025

Matter Family Office understands the importance of holistic advice and doesn’t shy away from innovation—and the results speak for themselves.  Through an integrated, personalized approach to wealth management, Matter serves as a strategic partner, guiding families to navigate wealth complexities, make informed decisions and build enduring legacies.  By integrating Vanilla and eMoney, Matter Family Office removes time-consuming manual steps and enhances its ability to deliver personalized estate planning at scale. The results have been immediate:  Time savings: Advisors cut estate plan prep time by hours per client. Expanded capacity: The team can now engage more clients in estate planning conversations...

Vanilla

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Apr 24, 2025

In today’s complex financial landscape, estate planning errors don’t just damage client legacies—they can permanently sever advisor relationships. With research showing that over 70% of assets transfer away from the original advisor after the death of a primary client, the stakes couldn’t be higher for your practice. Join us for an essential conversation with Patti Brennan, CFP®, CFS, CEO of Key Financial, Inc., and author of Am I Going to Be Okay?, as she partners with Sarah Marriott to reveal the most damaging estate planning pitfalls threatening your clients’ wealth and your firm’s future. In this practice-changing webinar, you’ll discover: Top...

Vanilla

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Apr 16, 2025

As advisors well know, periods of market volatility can elicit anxiety, frustration, and lots of questions from clients. These moments of instability are the time for advisors to lean in, calmly and confidently helping clients navigate through uncertainty.  Rather than hunkering down to wait out the storm, savvy advisors can pivot to other planning opportunities during times like these. In this webinar, Vanilla’s experts will draw on their years of industry experience to share tips for navigating market volatility, like:  Think about asset protection Focus on the long-term planning goals Look beyond investing to more holistic planning Optimize tax efficiency...

Vanilla

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Mar 11, 2025

More and more clients are seeking holistic financial planning from their advisors, rather than just investment advice. According to Vanilla’s 2025 State of Estate Planning survey, 8 in 10 people expect estate planning to be incorporated into their financial advisor’s offerings in some way. The data plainly shows that advisors who want to remain competitive need to offer estate planning—but getting started can seem daunting.  In this webinar, Vanilla’s experts will dive into practical, bite-sized ways advisors can begin to fold estate planning into their firm’s services. They’ll discuss topics and considerations like: How to determine the scope of estate...

Vanilla

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Feb 11, 2025

As the wealth management industry evolves, client expectations around advisory services are shifting, particularly regarding cost transparency, technology, and advisor performance. As clients seek a more integrated approach to financial planning, it becomes clear that the role of the advisor is expanding beyond investment management. Advisors who can offer value-driven services, including holistic estate planning with clear fee structures, will be better positioned to meet the needs of today’s more discerning clients. In this webinar, we’ll walk through some of the key findings from our survey of 1,000 consumers on the state of estate planning in 2025, with commentary and...

Vanilla

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Oct 30, 2024

FMB Wealth Management’s Grant Blindbury, CFP® and John D’Anna, CFP® of Hirtle, Callaghan & Co., share their first-hand insights on using Vanilla day to day. Hear how these cutting-edge firms are using Vanilla to simplify the estate planning process, drive loyalty with a modernized experience, offer more holistic financial advice, and more.