Future proof your business with direct indexing and estate planning

Speakers

Vijay Rao

Vijay Rao

CIO at Just Invest

Liz Fritz

Liz Fritz

COO at F2 Strategy

Matt Wallen

Matt Wallen

Partner Advisor at AdvicePeriod

Michael Defoe

Michael Defoe

Sales Engineer at Vanilla

Speakers

Vijay Rao

Vijay Rao

CIO at Just Invest

Liz Fritz

Liz Fritz

COO at F2 Strategy

Matt Wallen

Matt Wallen

Partner Advisor at AdvicePeriod

Michael Defoe

Michael Defoe

Sales Engineer at Vanilla

Oct 07, 2021
34 min

Nowadays, it’s not enough to focus your efforts only on investment management for your clients. A recent report from Accenture shows that clients want their financial advisors to offer guidance about complicated life choices. If you’re not delivering value beyond traditional financial planning, you may be missing an opportunity to differentiate in a rapidly changing landscape.

This presents an opportunity for advisors to future proof their business and build deeper relationships by providing added tax and estate planning value in their offering. Watch leaders of Just Invest, F2 Strategy, AdvicePeriod, and Vanilla as they discuss how the future of financial planning can be redefined by focusing on the intersection of direct indexing and estate planning.

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