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Vanilla Academy Live 2024: Advisor Panel Discussion
Speakers
Grant Blindbury
Partner at FMB Wealth Management
John D’Anna, CFP®
Director, Hirtle, Callaghan & Co.
Daniel Brockley
Director of Content Marketing, Vanilla
Speakers
Grant Blindbury
Partner at FMB Wealth Management
John D’Anna, CFP®
Director, Hirtle, Callaghan & Co.
Daniel Brockley
Director of Content Marketing, Vanilla
Oct 30, 2024
1 hour
FMB Wealth Management’s Grant Blindbury, CFP® and John D’Anna, CFP® of Hirtle, Callaghan & Co., share their first-hand insights on using Vanilla day to day. Hear how these cutting-edge firms are using Vanilla to simplify the estate planning process, drive loyalty with a modernized experience, offer more holistic financial advice, and more.