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Serving HNW Clients: How Wealthstone Stands Out with Estate Planning & Vanilla
Speakers
![](https://www.justvanilla.com/wp-content/uploads/2024/07/1718239694510.jpeg)
Zak Gardezy, CFP
Founder & Private Wealth Advisor, Wealthstone Private Wealth Management
![Jim Sinai](https://www.justvanilla.com/wp-content/uploads/2023/08/JimSinaicircle.webp)
Jim Sinai
Chief Marketing Officer, Vanilla
Speakers
![](https://www.justvanilla.com/wp-content/uploads/2024/07/1718239694510.jpeg)
Zak Gardezy, CFP
Founder & Private Wealth Advisor, Wealthstone Private Wealth Management
![Jim Sinai](https://www.justvanilla.com/wp-content/uploads/2023/08/JimSinaicircle.webp)
Jim Sinai
Chief Marketing Officer, Vanilla
In a crowded marketplace, how can small firms stand out among the competition? Wealthstone Private Wealth Management has cracked the code.
Watch on-demand to hear from Zak Gardezy, CFP, on how he uses sophisticated estate advisory practices to delight his high net-worth client base and build lasting relationships at Wealthstone.
This interview-style webinar will dive into:
- Best practices for bringing estate planning to high net-worth clients
- The key Vanilla features Wealthstone leverages day-to-day
- Why offering estate planning is an effective way to differentiate your firm