Vanilla
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Mar 19, 2024
Legacy Now Spring 2024
This Spring’s Legacy Now packed an entire summit’s worth of thought-leadership content into just 1.5 hours — so you’ll come away with high-impact, actionable insights. For the first time, we showcased a variety of different panels with subject matter experts, highlighting key learnings in different arenas of finance and estate planning, including: Panel 1: Innovative approaches to opening doors to new and 2nd-gen clients Panel 2: Scaling estate planning to every advisor in the org Panel 3: How T&E attorneys are ramping up for the 2026 exemption sunset Keynote: Building a Legacy with 2x NBA champion Shane Battier and his...
Vanilla
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Mar 12, 2024
Inside the 2024 Estate Planning Playbook & AMA with Steve Lockshin
Estate planning is an essential pillar of holistic financial advice — but the complexity of it can feel daunting to many advisors. In this webinar, we take you step-by-step through how to incorporate estate planning into your practice, using top advisor Steve Lockshin’s own playbook. And we delve into new developments in 2024 you’ll want to keep an eye on as you strategize. In this webinar, you’ll also see an exclusive Q&A session with two industry leaders: Steve Lockshin, co-founder of Vanilla and AdvicePeriod, and Arielle Lederman, a senior wealth advisor, strategist, and former estate attorney. You’ll come away with: ...
Vanilla
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Feb 21, 2024
The Impact of Planning: Introducing Vanilla Scenarios
With Vanilla’s newest planning feature, Scenarios, advisors can visualize a client’s estate plan today and model future outcomes. Join this webinar to learn how to: Utilize the new Projections feature to create a base case showing changes in wealth at specific points in time Conduct what-if analyses and stack different planning strategies together with Scenarios to achieve client goals Visualize tax mitigation strategies and call out unwanted liability situations Have richer conversations about your clients’ futures and make meaningful planning improvements Plus, you’ll hear from Hightower why advanced planning is integral for advisors and planners to offer more value to...
Vanilla
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Feb 01, 2024
How to Choose the Right Estate Planning Software for Your Firm
In this webinar, you’ll get an expert POV from Erin Hulse, the CEO of Deviate Consulting, which specializes in helping firms select software and implement it into their systems. She’ll take you through step-by-step how to evaluate estate planning software, including your firm’s specific needs, security, integrations, scalability, and more. You’ll also hear from Brittany Brown, senior associate at Summit Trail Advisors, who recently went through a rigorous process of estate planning software evaluation in preparation for her firm’s purchase decision. Be sure to download the Buyer’s Guide to Estate Planning Software as well, which we will be referencing throughout...
Vanilla
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Jan 08, 2024
What’s new with Vanilla: January 2024
Learn more about Vanilla Document Builder, now generally available, and an enhanced client onboarding experience coming soon. Plus we have an exciting update regarding VAI, our purpose built AI for estate planning. Tune in to: See how your clients can create estate plan documents on-demand Expedite client onboarding and invite clients to complete a self-guided questionnaire Work smarter thanks to the power of VAI, AI for estate planning Hear about other new and upcoming features in the Estate Advisory Platform
Vanilla
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Dec 19, 2023
Grow Business & Deepen Client Relationships with Estate Advisory
Estate advisory is the practice of using ongoing estate planning to uncover and align your clients ultimate goals. In today’s competitive market, financial advisors need a way to stand out and deliver better service to their clients. In fact, in a study conducted by Spectrem, 93% of clients want estate planning from advisors and only 22% are getting it. Estate advisory can expand existing relationships, address client pain points, and broaden prospecting opportunities. Hear from a panel of industry peers on the benefits of offering estate advisory, how to address related challenges, and grow your business. Learn how: Estate advisory...
Vanilla
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Nov 28, 2023
Best Digital Marketing Strategies for Financial Advisors in 2024
Key takeaways Base-level financial planning is fully commoditized; digital marketing exists to create more “at bats” for advisors willing to differentiate on something other than beating the market. A simple three-part framework, connect, cultivate, and create, covers most of what a digital marketing strategy needs: finding the right audience and centers of influence, nurturing them through lead magnets and email, and showing up consistently with content and SEO. Email remains one of the most effective channels for advisors despite spam filtering, especially when subscribers are told why they’re receiving a message and re-engaged with a clear, predictable cadence. Video and...
