Host Brad Wright is joined by Jim Sinai. Jim is Chief Marketing Officer at Vanilla, The Estate Advisory Platform, designed to transform how wealth advisors help their clients manage their estate and build their legacy. Jim is a seasoned cloud executive and experienced marketer, with a background in sales, business development, and a passion for new technology, telling the storyand helping make complex software easy to understand. Jim is also a former college rugbyplayer, at Brown.
They discuss:
-Adding estate planning software to an advisor’s arsenal
-How it integrates with performance and tax planning software, as well as insurance
-To what degree it can help with prospecting
-And why Vanilla is NOT boring
Learn more about Vanilla: www.justvanilla.com