Many advisors claim to offer "comprehensive" wealth management, but a surprising majority overlook a critical pillar of that promise: estate planning. The reality is that the vast majority of wealth holders want and even expect estate planning services from their advisor, but very few see these needs met.
Join Michael Schwoerer, Head of Strategic Partnerships at Vanilla, for an eye-opening session on how estate planning can unlock immediate value for clients, deepen trust across generations, and future-proof your advisory practice. Michael will share how modern advisors can shift from reactive to proactive planning, elevate their fiduciary standards, incorporate technology for added efficiency, and confidently guide clients through the estate planning process.
You'll learn:
- Why focusing solely on portfolio performance is no longer enough, and how estate planning offers greater, more enduring value than chasing alpha
- How to meet the changing expectations many clients have for their advisors
- How to position yourself as a multigenerational steward, rather than just an investment manager
- The myths and misconceptions that keep advisors from acting, and how to overcome those barriers
- How technology like Vanilla can empower your team to make estate planning scalable, visual, and actionable
- Case studies from top-tier advisory firms that have embedded estate planning into their DNA and are seeing measurable results
