Join us for a conversation with Steve Lockshin, Principal of Vanilla, and Aaron Klein, CEO of Riskalyze, who will discuss and explore how financial advisors can use estate planning to deepen client relationships and grow their business!
The traditional estate planning process is antiquated and, for most people, extremely difficult to understand. As a result, estate planning is often neglected by advisors.
Just as Riskalyze’s risk tolerance tools enable advisors to start conversations and deepen client relationships, Vanilla’s estate planning tools provide a compelling way to add value for existing clients and prospects alike.
We look forward to seeing you there!