06/06/2024
11:00 am PDT
1 hour
June 6 | Getting Symbiotic: How Attorneys and Advisors Can Work Together More Effectively
Vanilla’s Product Counsel will share best practices for maximizing the advisor/attorney relationship to best serve clients.
Speakers
Patrick Carlson
Product Counsel, Vanilla
Erica Ellis, JD
Product Counsel, Vanilla
Register
Speakers
Patrick Carlson
Product Counsel, Vanilla
Erica Ellis, JD
Product Counsel, Vanilla
Tune in for the first session of Summer School, where members of Vanilla’s Product Counsel will talk about making the relationship between advisors and attorneys work to its fullest.