July 30 | Serving HNW Clients: How Wealthstone Stands Out with Estate Planning & Vanilla
How Wealthstone Private Wealth Management uses sophisticated estate advisory practices to delight its high net-worth client base.
Speakers
Zak Gardezy, CFP
Founder & Private Wealth Advisor, Wealthstone Private Wealth Management
Jim Sinai
Chief Marketing Officer, Vanilla
Register
Speakers
Zak Gardezy, CFP
Founder & Private Wealth Advisor, Wealthstone Private Wealth Management
Jim Sinai
Chief Marketing Officer, Vanilla
In a crowded marketplace, how can small firms stand out among the competition? Wealthstone Private Wealth Management has cracked the code.
On July 30th, join us to hear from Zak Gardezy, CFP, on how he uses sophisticated estate advisory practices to delight his high net-worth client base and build lasting relationships at Wealthstone.
This interview-style webinar will dive into:
- Best practices for bringing estate planning to high net-worth clients
- The key Vanilla features Wealthstone leverages day-to-day
- Why offering estate planning is an effective way to differentiate your firm