Vanilla Webinars

Vanilla

•

May 08, 2023

Hear from the teams at Addepar and Vanilla where they’ll discuss how their partnership will bring efficiency to the estate planning process. See how the integration of Addepar into Vanilla can create a comprehensive picture of your clients’ family and financial information in their estate profile. You’ll learn how to: Ensure your clients’ estate plans and balance sheets are up-to-date Save time during the onboarding process Integrate your Addepar accounts into Vanilla

Vanilla

•

Apr 25, 2023

Today, advisors use Vanilla to deepen client relationships, increase share of wallet and win new clients. Learn the latest innovations and product announcements on the Vanilla Estate Advisory Platform as of April 25, 2023. Our product experts will provide a deep dive into: How advisors can show their clients simple projections of their estate to help make informed planning decisions about future scenarios The new redesigned PDF estate report which enables advisors to show up with their clients in a whole new way

Vanilla

•

Apr 17, 2023

With your help, we are about to completely reshape how estate planning is done. On May 16th we unveiled Vanilla’s new Estate Advisory Platform, which reimagines how financial advisors, attorneys and their clients approach one of the most important parts of their lives: their legacy.  In this live, virtual launch event: Vanilla CEO Gene Farrell will outline a new vision for estate planning and the role technology will play Hightower Chairman and CEO Bob Oros will speak with Vanilla Co-Founder Steve Lockshin on the changing role of advisors in estate planning Product experts will showcase the new Vanilla platform and...

Vanilla

•

Feb 22, 2023

Steve Lockshin unveils his step-by-step approach to building estate planning into your practice in a more meaningful way. How can financial advisors move upmarket and bring more value to clients? With the right approach to estate planning. There’s no better way to differentiate your offering and deepen client relationships. The webinar will give insights into: How to use estate planning to differentiate with UHNW clients How to engage new clients in estate planning, including specific questions to ask A yearly maintenance checklist for existing clients Commonly overlooked issues and ways to protect your clients Download the estate planning playbook here.

Vanilla

•

Dec 09, 2022

Learn how FMB Wealth Management tackles the inevitable for clients – death and taxes – in a way that’s not only more efficient, but achieves greater outcomes. And, watch high-level demos of Holistiplan and Vanilla. Grant Blindbury details how he uses both technologies to achieve impactful results Discover how technology plays a key role in delivering differentiating value Watch product demos of Holistiplan and Vanilla

Vanilla

•

Oct 28, 2022

Learn how Dogwood Wealth Management created a three-pillar system that addresses client’s financial needs more holistically, for this generation and the next. Jason Newcomer, co-founder of Dogwood Wealth Management, joins Vanilla CMO Jim Sinai to discuss how he has created a process where estate planning–in addition to wealth advisement, risk management and tax planning–plays an essential role. Jason will outline his approach, and how he uses estate planning as a way to foster meaningful ongoing conversations with clients, rather than a set-it-and-forget-it approach. Newcomer will also discuss his tech-forward philosophy on advising, and how he’s developed a tech stack that...

Vanilla

•

Oct 07, 2022

Daniel Gregoire at RightCapital is joined by Vanilla’s Co-Founder Steve Lockshin to discuss the impact of potential tax law changes on estate planning and how it can affect your most valued clients. Innovators like RightCapital allow advisors to differentiate with intuitive financial and tax planning. As Biden approaches approval for new tax law changes, advisors are expected to assist their clients by anticipating and navigating these changes. As the advisor, it’s important you have conversations with your clients to guide them on how to prepare for newer, more stringent tax regulations. The main topics of discussion include: The potential impact...

Vanilla

•

Oct 07, 2021

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...

Vanilla

•

Oct 07, 2021

Thanks to innovators in the advisory space like Betterment, advisors are able to leverage technology to deliver a better experience to more clients. As the landscape continues to evolve, advisors are expected to deliver something technology cannot — a three-dimensional view of your clients’ finances, life and death included. Talking about what happens to one’s financial legacy upon death is an emotional conversation that requires trust and humanity. Fortunately, as the advisor, you’re in the best position to advise a client on their entire financial picture and how planning decisions impact other parts of their family’s finances. In part one...