July 11 | How to Use Vanilla to Facilitate Productive Client Conversations
We know how complex and confusing estate planning can be for clients—but Vanilla is designed to make the process easier on everyone. Tune in for best practices on leveraging Vanilla’s features and visuals for smoother client conversations.
Speakers
Doug Rybacki
Chief Product Officer, Vanilla
Patrick Carlson
Product Counsel, Vanilla
Register
Speakers
Doug Rybacki
Chief Product Officer, Vanilla
Patrick Carlson
Product Counsel, Vanilla
In this live, unrecorded session, our Chief Product Officer, Doug Rybacki, and Product Counsel, Patrick Carleson, will share their POVs and take audience questions on topics like:
- The latest and greatest enhancements on the Vanilla Platform
- Leveraging Vanilla features to streamline and demystify the estate planning experience
- Creating efficient planning processes with an output that will wow clients
Be sure to tune in – in order for attendees to feel comfortable talking and asking questions, we won’t be recording the session. Once it’s done, it’s gone forever!