Gene Farrell

In a recent interview with George Aliferis, CAIA for Investology Podcast, Gene Farrell explains how proper estate planning helps families avoid drama, confusion, and disputes after the death of a loved one. Listen here: hubs.li/Q03xxZLL0

This week, Vanilla is thrilled to welcome Emily Tran to lead our marketing team! Emily joins Vanilla with a decade of experience as a marketer at financial services companies like Practifi and Morningstar. Please join us in welcoming her as our new VP of Marketing!

Dogwood Wealth Management provides real results for real families. That's why they chose Vanilla as their estate planning tech partner in 2022, and have been using it to drive meaningful conversations with clients ever since. Read their story here: hubs.li/Q03pLkSg0

We’re thrilled to welcome Precedent Wealth Partners and their team to Vanilla today! Precedent is an independent Texas-based RIA, whose founders have over 100 years of combined financial planning & investment experience. Their holistic approach makes Vanilla the perfect partner.

Vanilla is thrilled to welcome Robyn Rossi as our new VP of Human Resources! Robyn joins us with 2 decades of experience as a people partner at leading companies like Smartsheet and Blue Nile. We're excited to have her on board to help guide the next phase of Vanilla's growth.

Not only is Vanilla the leading estate planning solution for advisors—it's also a certified great place to work. We're so thrilled to share that Vanilla has been named one of America's Greatest Startup Workplaces 2025 by Newsweek and Plant-A Insights Group.

Vanilla is the first estate planning platform offering a live integration with eMoney. No fluff. Just real-time, bidirectional data flow for a seamless advisor experience that's available now—not months away. See how to turn it on in just 15 seconds.

Three cheers for Vanilla! Our leading estate planning platform is a finalist for 3 Family Wealth Report Awards: Product Innovation and Outstanding Contribution to Wealth Management Thought Leadership by Vanilla and founder Steve Lockshin. Read more here: hubs.li/Q03gCjbQ0

We’re extending a warm welcome to the team at Granite Bay WM, who recently chose Vanilla’s leading platform to support their estate planning services. Our team looks forward to partnering with Granite Bay as they offer client-centered, comprehensive planning for HNW families.

There's nothing better than seeing our customers continuing to succeed and innovate. In this interview with @finplan, FMB Wealth Management's Grant Blindbury shares how he uses Vanilla and other strategically chosen tech to land (and keep) bigger clients. bit.ly/4hSZQp0

Vanilla is supercharging the advisor experience with V/AI Estate Summaries, Automatic Profiles, and Opportunities. Read about our latest release: bit.ly/3DXXbN1 #Vanilla #EstatePlanning #WealthManagement #AdvisorTech #AIforAdvisors

Today, we're talking essential documents for adult children. In this #VanillaTalk, Jennifer Raess, JD, CFP®, CLU® explains how advisors can help their clients understand the importance of essential documents for adult children (and the potential consequences of not having them).

Nearly 60% of clients are skeptical that advisors can consistently outperform the market with individual stock picks, according to Vanilla's 2025 survey. In this #VanillaTalk, Steve Lockshin explains why holistic wealth advisory is the future.

The 2025 State of Estate Planning report is here, and the trends may surprise you. For example, 82% of people are open to their advisor using AI to support plan creation. Read the full report to stay on top of emerging trends & cater to client sentiments: hubs.ly/Q02YJFVs0

Planning for family members with disabilities or special needs requires careful attention and, at times, the use of specialized planning mechanisms. One available tool is the qualified disability trust. Learn all about QDTs here: ow.ly/MEPj50SBtiK

We know how complex and confusing estate planning can be—but Vanilla is designed to make the process easier on everyone. Tune in on July 11 for best practices on leveraging Vanilla’s features and visuals for smoother client conversations. Register here: hubs.ly/Q02DQcfg0

We are thrilled to welcome Marc Dorfman as Vanilla's new CRO. Marc brings a wealth of experience that will be invaluable as we continue to grow. Read more: ow.ly/pPmR50Qq4FR

We're looking forward to top-notch sessions on estate planning at Heckerling -- and connecting with a "who's who" of attorneys and planners. Stop by booth #503 to learn how Vanilla can help you create exceptional estate plans while saving you time in the process.

Those first conversations with new clients and prospects present a huge opportunity for wealth advisors. Here's a step-by-step approach that will help you: 1. Build rapport 2. Understand goals 3. Get the right info to create a solid strategy. ow.ly/fb4l50Qa40N

Did you miss Legacy Now yesterday? Not to worry, you can view it on demand! Learn more about our latest product innovations and see a great panel of experts talk shop: justvanilla.com/webinars/leg…