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Scaling Estate Planning to Every Advisor in the Org
Speakers
Rick Holman JD, CFP®, CLU®
Vice President and Senior Estate Planner, Baird – Private Wealth Management
Jim Sinai
Chief Marketing Officer, Vanilla
Speakers
Rick Holman JD, CFP®, CLU®
Vice President and Senior Estate Planner, Baird – Private Wealth Management
Jim Sinai
Chief Marketing Officer, Vanilla
Apr 26, 2024
10 minutes
A panel discussion with Baird – Private Wealth Management VP and senior estate planner Rick Holman on scaling planning at your firm.