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
How to Use Estate Planning to Close Clients Faster
Closing a prospect in the first meeting is a learnable skill. The problem is that almost no one teaches it. So advisors schedule a second...
Webinar
Inside Two High-Performing Planning Teams: A Live Peer Conversation
Most advisors didn’t set out to become technology adopters. They set out to serve clients well. Over the past two years though, the teams doing...
Webinar
What’s New in Vanilla: Our Latest Product Update
Product Marketing Specialist, Jessica Lantz, shares everything Vanilla released in January, February, March, and April — including CLAT/CRUT modeling in Scenarios, V/AI Source Tracking across...
Webinar
Tax Season Is Estate Planning Season: What’s Changed for 2026 and What to...
In this session, Jennifer Raess, JD, CFP®, CLU®, Associate General Counsel at Vanilla, breaks down the permanent estate and gift tax changes under the One...
Webinar
Estate Planning in 2026: The Data Behind What Clients Actually Want
What do clients really want from estate planning, and their advisors? Vanilla’s third annual State of Estate Planning survey of 1,000 U.S. consumers reveals shifting...
Webinar
From Planners to Process: How Verdence Capital Advisors Scaled Financial Planning
Running a successful advisory practice isn’t just about having great planners—it’s about building systems and processes that enable those planners to deliver exceptional client experiences...
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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