Daniel Brockley
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Jun 11, 2023
Steve Lockshin invites you to try Vanilla
Vanilla co-founder Steve Lockshin discusses the inspiration for Vanilla and how it can help advisors enhance their offerings and build their businesses.
Vanilla Webinars and Videos
Keep up with industry trends and feature releases with financial and estate planning webinars and videos
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Vanilla
•
Aug 26, 2024
Getting Personal with AI
AI is shifting how business is done in profound ways, but what does that mean for an industry that historically has placed a premium on personal one-on-one relationships? Will AI dilute the client/advisor connection? Or can it actually help advisors get even more personal and tailored with a larger book of business? We are pleased to bring together three C-suite technology and wealth management leaders to discuss the current landscape of AI and the potential it holds to evolve the industry. They’ll discuss: The current state of AI. What’s actually possible in wealth management today–right here, right now How advisors...
Vanilla
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Feb 11, 2025
Key Trends from the 2025 State of Estate Planning Report and How Advisors...
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...
Webinars
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Webinar
Unauthorized Practice of Law (UPL) Training (1 hour CFP® CE)
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...
Webinar
AI in Estate Planning: Setting the Standard
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...
Webinar
Driving Results: How Matter Family Office Embraces AI and Integrated Tech
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...
Webinar
Critical Estate Planning Mistakes Costing Your Clients (and Your Advisory Firm)
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...
Webinar
Helping Clients Navigate Market Volatility
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...
Webinar
6 Steps to Get Started with Estate Planning
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...
Videos
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Video
Leveraging Vanilla at Garde Capital with President & CIO Jeff Lippens
Garde Capital, Inc., a multi-billion dollar RIA, uses Vanilla to provide an estate planning experience that’s “engaging, not intimidating,” for clients. In this short testimonial,...
Video
Why should templated documents like Vanilla Documents be embraced?
Patrick Carlson explains how templated documents, like Vanilla Documents, can help ensure you have high-quality documents for every client.
Video
What are some key considerations when creating a basic estate plan?
Here’s what advisors should keep in mind when assembling core documents for a client, according to Patrick Carlson of Vanilla’s Product Counsel.
Video
How does Vanilla take estate planning to the next level for advisors?
Scott Davis, a Senior Advisor at AdvicePeriod, shares the benefits of Vanilla for advisors he’s experienced first-hand.
Video
How do you approach estate planning for high net-worth individuals?
Patrick Carlson shares a brief overview of some basic starting points when estate planning for HNW clients.
Video
What happens if you die without estate documents?
There are many reasons it’s important to have estate documents in order. Jenny Raess of Vanilla’s Product Counsel shares some of the consequences of dying...
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