Daniel Brockley
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Jun 11, 2023
Steve Lockshin invites you to try Vanilla
Vanilla co-founder Steve Lockshin discusses the inspiration for Vanilla and how it can help advisors enhance their offerings and build their businesses.
Vanilla Videos
Keep up with industry trends and feature releases with financial and estate planning videos
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Vanilla
•
Aug 15, 2024
The Value of Vanilla with Bill McNabb
Vanilla
•
Aug 26, 2024
What does it mean to think holistically about planning for an advisor?
Taking a holistic approach to financial planning can have major benefits for both advisors and their clients. Jenny Raess of Vanilla’s Product Counsel explains what holistic planning means.
Videos
Vanilla
•
Oct 31, 2024
Leveraging Vanilla at Garde Capital with President & CIO Jeff Lippens
Garde Capital, Inc., a multi-billion dollar RIA, uses Vanilla to provide an estate planning experience that’s “engaging, not intimidating,” for clients. In this short testimonial, President & CIO Jeff Lippens CFA explains how Vanilla helps their firm deliver “smiles and comfort” to their clients, and why the platform stands out over other vendors.
Vanilla
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Aug 26, 2024
Why should templated documents like Vanilla Documents be embraced?
Patrick Carlson explains how templated documents, like Vanilla Documents, can help ensure you have high-quality documents for every client.
Vanilla
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Aug 26, 2024
What are some key considerations when creating a basic estate plan?
Here’s what advisors should keep in mind when assembling core documents for a client, according to Patrick Carlson of Vanilla’s Product Counsel.
Vanilla
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Aug 26, 2024
How does Vanilla take estate planning to the next level for advisors?
Scott Davis, a Senior Advisor at AdvicePeriod, shares the benefits of Vanilla for advisors he’s experienced first-hand.
Vanilla
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Aug 26, 2024
How do you approach estate planning for high net-worth individuals?
Patrick Carlson shares a brief overview of some basic starting points when estate planning for HNW clients.
Vanilla
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Aug 26, 2024
What happens if you die without estate documents?
There are many reasons it’s important to have estate documents in order. Jenny Raess of Vanilla’s Product Counsel shares some of the consequences of dying intestate.
Vanilla
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Aug 26, 2024
What’s a real life example of estate planning done right?
Mitchell Spinneberg, AdvicePeriod Wealth Strategist, shares an estate planning success story from his experience working with clients.
Vanilla
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Aug 26, 2024
Why is it important to have essential documents for adult children?
Jenny Raess of Vanilla’s Product Counsel talks about something many people fail to consider—why it’s important to have essential documents in place for adult children.
Vanilla
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Aug 26, 2024
What’s your client philosophy?
Mitchell Spinneberg, an AdvicePeriod Wealth Strategist, talks about how he emphasizes trust and understanding in client relationships.
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