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Your colleagues are achieving 22% growth rates with Vanilla, compared with 7% for those not using the platform. See the difference for yourself.

Firms integrating Vanilla into their practice see a significant increase in revenue and growth. Discover how you can grow your practice with Vanilla.

Your colleagues are using Vanilla to turn estate planning into a powerful growth engine. Don’t get left behind.

Trusts are an important part of quality estate planning, but there are many types – each with unique pros and cons. We simplified the complexities here.

Clients aren't interested in how much alpha their advisor can generate. Investment performance isn't a differentiator. About 93% of clients want help with estate planning, yet only 24% are getting it from their advisor. That gap is the biggest growth opportunity in wealth management right now. $124 trillion is transferring over the next two decades and most advisors are sitting on the sidelines. The advisors who lean into estate planning are seeing something different: → Higher retention because they're building relationships with the next generation early → AUM growth because estate planning opens the door to managing the entire balance sheet, not just investments → Cultivating a practice that clients can't imagine leavingEstate planning creates the most intimate conversations you'll have with clients. Those conversations build the stickiest relationships in the industry. Thanks to James Burton and InvestmentNews for the conversation at Schwab IMPACT. Full piece in InvestmentNews: https://lnkd.in/gfMgkKHA

Build deeper relationships and drive revenue growth with tools designed for every step of the estate planning journey, across all wealth levels. Trusted by the industry's top firms like Vanguard, Hightower, Baird, and more. Explore the platform to learn more.