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VANILLA + RISKALYZE: TOP 4 THINGS EVERY ADVISOR WANTS TO KNOW ABOUT ESTATE PLANNING

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ON-DEMAND

 

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! 

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Meet the speakers!

Aaron Klein
CEO at Riskalyze
Steve Lockshin
Principal at Vanilla
"Riskalyze is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying using Riskalyze."
- ALLISON, ADVISOR IN CALIFORNIA
"For all you advisors thinking of using Riskalyze, DON'T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!"
- YO, ADVISOR IN CALIFORNIA
"Setting clear expectations with our clients is one of the most important things we do. Riskalyze makes that easy!"
- DAVID, ADVISOR IN CALIFORNIA