From Planners to Process: How Verdence Capital Advisors Scaled Financial Planning

Running a successful advisory practice isn’t just about having great planners—it’s about building systems and processes that enable those planners to deliver exceptional client experiences consistently and efficiently.

At Verdence Capital Advisors, a $5B+ RIA, Sarah Mouser has spent over a decade developing comprehensive approaches to financial planning that go beyond individual expertise to create scalable, systematic client service.

Join us to hear how Sarah, a sought-after speaker at Barron’s, FPA National Conferences, and other industry events, thinks about practice management, technology integration, and building planning processes that support growth.

Together with Vanilla’s Sarah Marriott, Sarah will discuss:

• The evolution from “elite planner in a seat” to systematic, process-driven planning
• How integration across tools like eMoney, Vanilla, and others creates a seamless advisor experience
• Building efficiency through templates, client segmentation, and tiered deliverables
• Why workflows, capacity analysis, and process thinking matter as much as the tools themselves
• How estate planning fits into holistic financial planning delivery

This isn’t a product demo—it’s a practice management conversation. Whether you’re looking to systematize your financial planning approach or scale your estate planning capabilities, you’ll walk away with actionable insights from a leader who has spent over a decade building planning platforms at scale.

About Sarah Mouser: Sarah serves as Managing Director of Financial Planning at Verdence Capital Advisors, where she has developed systematic processes for financial and estate planning delivery. She is a regular speaker at industry conferences including Barron’s, FPA, and NAPFA, focusing on practice management, career track development, and technology integration within advisory firms.