Being able to deliver a compelling experience to client prospects is essential for business growth. However, with more advisors competing for clients than ever before, it can be increasingly difficult to stand out.
With Vanilla, advisors can offer a new deliverable that both clients and prospects have never seen before. Plan Snapshot visualizes family, financial, and estate information in one easy to understand diagram to provide an intuitive and personalized overview of your client’s plan. Download a sample Plan Snapshot below.
Download a sample Plan Snapshot below.
Published: Sep 12, 2024
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