The changing roles of advisors in estate planning with Bob Oros and Steve Lockshin
Speakers
Bob Oros
Chairman and CEO, Hightower
Steve Lockshin
Founder, Vanilla
Gene Farrell
CEO, Vanilla
Speakers
Bob Oros
Chairman and CEO, Hightower
Steve Lockshin
Founder, Vanilla
Gene Farrell
CEO, Vanilla
May 16, 2023
15 minutes
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.