Inside Two High-Performing Planning Teams: A Live Peer Conversation
Speakers
Micah Adams, CFP®, CAP®, AEP®
Advanced Planning Wealth Advisor, Cain Watters & Associates
Jamie Scott, CFP®
Director of Wealth Planning, True North
Laura Jogani
Head of HNW and Family Office Sales, Vanilla
Speakers
Micah Adams, CFP®, CAP®, AEP®
Advanced Planning Wealth Advisor, Cain Watters & Associates
Jamie Scott, CFP®
Director of Wealth Planning, True North
Laura Jogani
Head of HNW and Family Office Sales, Vanilla
May 09, 2026
Most advisors didn’t set out to become technology adopters. They set out to serve clients well. Over the past two years though, the teams doing the best work have quietly overhauled how they operate, and it has changed what they’re able to deliver to clients.
The advisors pulling ahead have made deliberate choices about how they work, and this conversation gets into the specifics.
In this webinar, Laura Jogani, Vanilla’s Head of UHNW & Family Office Sales, sits down with Micah Adams of Cain Watters & Associates and Jamie Scott of True North to hear what’s changed in their practices, what they’ve learned along the way, and what other planning teams can implement in their firms.
Join us for an hour with two practitioners who’ve been in the trenches, plus live Q&A.