The changing roles of advisors in estate planning with Bob Oros and Steve Lockshin

At our recent Legacy Now event, Hightower CEO Bob Oros and Vanilla cofounder Steve Lockshin sat down with Vanilla CEO Gene Farrell to discuss the changing roles of advisors in estate planning.

Learn more about:

• Why advisors are leaning into Estate Advisory
• How to use Estate Advisory to connect with clients in a whole new way
• How technology is helping advisors and wealth planners serve their clients needs around estate planning

You can watch the full event here.