A Differentiated Approach: How Robertson Stephens Stands Out with Estate Planning
A fireside chat with ThinkAdvisor Luminaries Thought Leader of the Year Finalist Mallon FitzPatrick.
Speakers
Mallon FitzPatrick, CFP®, AEP®,CLU®
Managing Director, Principal, Head of Wealth Planning, Robertson Stephens
Laura Jogani
Head of HNW and Family Office Sales, Vanilla
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Speakers
Mallon FitzPatrick, CFP®, AEP®,CLU®
Managing Director, Principal, Head of Wealth Planning, Robertson Stephens
Laura Jogani
Head of HNW and Family Office Sales, Vanilla
In a crowded marketplace of advisory firms, going the extra mile for clients can be the difference between multi-generational retention and losing out to competitors.
At Robertson Stephens, Mallon FitzPatrick is prioritizing client success and satisfaction through white glove estate planning services supported by Vanilla.
Join us to hear how Mallon, who was recently named a Finalist for Thought Leader of the Year in the ThinkAdvisor Luminaries, is driving long-term success for Robertson Stephens through strategic differentiation and client centricity.
Together with Vanilla’s Laura Jogani, Mallon will discuss:
- The framework behind Robertson Stephens’ differentiated approach to planning and what sets it apart
- How Vanilla supports forward-thinking advisors like Mallon to drive successful outcomes
- How Robertson Stephens is future-proofing its business with innovative technology that uplevels client deliverables and creates efficiency for their practice