Vanilla Webinars and Videos

Vanilla

•

Oct 07, 2022

Daniel Gregoire at RightCapital is joined by Vanilla’s Co-Founder Steve Lockshin to discuss the impact of potential tax law changes on estate planning and how it can affect your most valued clients. Innovators like RightCapital allow advisors to differentiate with intuitive financial and tax planning. As Biden approaches approval for new tax law changes, advisors are expected to assist their clients by anticipating and navigating these changes. As the advisor, it’s important you have conversations with your clients to guide them on how to prepare for newer, more stringent tax regulations. The main topics of discussion include: The potential impact...

Vanilla

•

Oct 07, 2021

Nowadays, it’s not enough to focus your efforts only on investment management for your clients. A recent report from Accenture shows that clients want their financial advisors to offer guidance about complicated life choices. If you’re not delivering value beyond traditional financial planning, you may be missing an opportunity to differentiate in a rapidly changing landscape. This presents an opportunity for advisors to future proof their business and build deeper relationships by providing added tax and estate planning value in their offering. Watch leaders of Just Invest, F2 Strategy, AdvicePeriod, and Vanilla as they discuss how the future of financial...

Vanilla

•

Oct 07, 2021

Thanks to innovators in the advisory space like Betterment, advisors are able to leverage technology to deliver a better experience to more clients. As the landscape continues to evolve, advisors are expected to deliver something technology cannot — a three-dimensional view of your clients’ finances, life and death included. Talking about what happens to one’s financial legacy upon death is an emotional conversation that requires trust and humanity. Fortunately, as the advisor, you’re in the best position to advise a client on their entire financial picture and how planning decisions impact other parts of their family’s finances. In part one...

Vanilla

•

Oct 06, 2021

Watch Aaron Klein, CEO at Riskalyze, and Steve Lockshin, Co-Founder at Vanilla, talk about what the impact of estate planning has for your clients, how Vanilla delivers a new experience by integrating workflows seamlessly between clients, advisors and attorneys, how Vanilla designed its product to remove UPL risks and more.

Vanilla

•

Oct 06, 2021

Over the past decade, most RIAs have transitioned from an investment focus to a planning focus. But while financial planning has become table stakes for the modern advisor, estate planning remains a powerful means of differentiation. Before coming together to start Vanilla, David Hauser became Steve Lockshin’s client after selling Grasshopper for $170 million in 2015. With estate planning being the focus of the relationship, we will walk through the impact of estate planning from both the client and advisor’s perspective. With estate planning becoming more of a clear differentiator, Steve and David will discuss the current state of estate...