Vanilla Webinars

Vanilla

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Mar 12, 2024

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

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

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

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

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

In 2024, the opportunities to land new clients for your practice through online marketing are endless. But with the rise of AI and fast-changing digital marketing trends, figuring out how to get your business in front of ideal prospects – and turn them into clients – can be confusing and overwhelming. So how should you allocate your time or budget to get the highest ROI on your digital marketing efforts? Join us as we help you navigate the sea of marketing strategies and show you how to create a strong online presence and a solid marketing plan that grows your...

Vanilla

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Nov 16, 2023

Legal documents are the foundation of any estate plan, and it’s crucial that your clients have up to date documents that reflect the estate strategy you’ve helped them create. 23% of clients with more than $1 million in assets do not even have basic estate documents in place – and those who do often have docs with crucial outdated information they may not even be aware of. Vanilla Document Builder enables wealth advisors and clients to create wills and trusts with simple, intuitive questionnaires as a part of the end-to-end estate advisory process. Information from the estate documents flows directly...

Vanilla

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Oct 30, 2023

In the last few decades, wealth management has gone through a transformation. The very expertise that used to enable firms to stand out, investment strategy, has become largely commoditized. Today, clients are looking for more from their advisors, and standing out as an advisor takes a fresh, more holistic approach. Estate advisory  is the ideal entree into new and deeper client relationships. It enables advisors not only to broach financial strategy on a more intimate level, but to help clients view their finances beyond the next few decades, and into the next few generations. In this, the advisor becomes an...

Vanilla

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Sep 26, 2023

Welcome back to Legacy Now. On Oct 19th we shared the latest innovation and enhancements to the Vanilla Estate Advisory Platform. Together with our customers, we are redefining how financial advisors, wealth planners, attorneys and their clients approach one of the most important parts of each clients’ lives: their legacy. In this virtual launch event: Vanilla CEO Gene Farrell shares our view on the future of estate planning and advisory. We discussed the role technology and AI will play in transforming estate planning. Special guests discussed how they are preparing for the 2026 Exemption Sunset. Product experts presented the new...