The Planner & Advisor Ecosystem: Scaling Estate Planning to Every Client
Speakers
April C. Rosenberry, JD, LL.M. in Taxation
Director of Estate, Tax, and Financial Planning, Signature Estate & Investment Advisors, LLC
Thomas Pontius, CFP®
Senior Financial Planner, Kayne Anderson Rudnick
Daniel Brockley
Director of Content Marketing, Vanilla
Speakers
April C. Rosenberry, JD, LL.M. in Taxation
Director of Estate, Tax, and Financial Planning, Signature Estate & Investment Advisors, LLC
Thomas Pontius, CFP®
Senior Financial Planner, Kayne Anderson Rudnick
Daniel Brockley
Director of Content Marketing, Vanilla
For wealth management firms of all shapes and sizes, offering estate planning services for your clients is a proven way to grow your business and build long-term relationships.
Often, advisors are in the perfect position to initiate estate planning conversations, but lack the knowledge, confidence, or resources to do so.
In this on-demand webinar, planners share how they enable and empower advisors to initiate estate planning conversations with clients, including:
- Providing educational resources and learning opportunities
- Optimizing certain internal systems for better efficiency and scalability
- Implementing technology that supports advisors, clients, and the entire firm
Holistic wealth management starts here
Join thousands of advisors who use Vanilla to transform their service offering and accelerate revenue growth.