Vanilla Webinars and Videos

Daniel Brockley

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Apr 25, 2023

Estate planning can be a hard subject to broach for financial advisors, but it’s a vital part of holistic financial planning. But what do you say when you do raise the subject and estate planning and your client seems hesitant. Steve Lockshin, founder of AdvicePeriod and Vanilla, give his thoughts here.

Daniel Brockley

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Apr 25, 2023

Technology has been a huge boon to advisors, but is more tech always a good thing? Steve Lockshin, founder of Vanilla, gives his perspective on why you need to be careful about how much tech is in your stack.

Daniel Brockley

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Apr 09, 2023

SLATs can be a smart way for clients to move money out of their estate while retaining some level of control and flexibility. Steve Lockshin explains more in this Vanilla Talk.

Daniel Brockley

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Mar 25, 2023

Vanilla founder Steve Lockshin boils down the key things all clients are looking for, based on his decades of experience as one of Baron’s top financial advisors.

Daniel Brockley

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Feb 09, 2023

One of the first questions advisors often ask themselves when considering a new client’s estate is whether it has the potential to be taxed now or in the future. In this week’s Vanilla Talk, Dominic Cozzetto, CFA, Partner Advisor at AdvicePeriod, discusses the different approaches to taxable and non-taxable estates.

Daniel Brockley

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Jan 27, 2023

In this episode of Vanilla Talk, we asked Steve Lockshin, co-founder of Vanilla and AdvicePeriod, why it’s important for financial advisors to be involved in estate planning.

Daniel Brockley

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Jan 15, 2023

We know estate planning can get complicated — which is why it’s important to think about simplicity for clients. In this week’s Vanilla Talk, Steve Lockshin (co-founder of Vanilla and AdvicePeriod) explains how he helps give clients more flexibility with “letters of wishes.”

Daniel Brockley

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Jan 10, 2023

Steve Lockshin, founder of Vanilla, gives some great advise for early-career financial advisors. But honestly, these are tips are smart no matter how long you’ve been in the business.