IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM
Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.
AFO WEALTH MANAGEMENT FORWARD PODCAST
Co-founder of Vanilla, David Hauser, enlightens our listeners about the importance of estate planning for both advisors and clients.
Rob and Rory sit down with the co-founder of Vanilla, David Hauser, as he enlightens our listeners about Vanilla’s innovative platform that simplifies estate planning for both advisors and clients. Over half of the population does not have an estate plan or will set in place, and often, the hardest part about estate planning is starting the conversation. David shares his insights on the two most significant problems the population faces surrounding estate planning. He goes on to explain how Vanilla’s platform is suited to demystify these troubles many clients face in order to guide them toward a future that will protect their loved ones. Vanilla’s tools not only facilitate the estate planning process but also contains an educational component so that clients can learn along with advisors. Additionally, he talks about advisors who can utilize attorneys to help answer questions and review documents. This podcast illustrates how estate planning does not need to be complex nor feared; all it takes is preparation and guidance, which David highlights in their platform’s latest update — Vanilla 2.0. His insights even extend to strategies for achieving and sustaining optimal health. Learn more about estate planning and achieving a healthier lifestyle in this podcast!
DON'T LOSE YOUR BOOK OF
BUSINESS TO AUTOMATION OR
FIRM ARE YOU?
Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.
It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.
At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.
IMPLEMENT THESE SERVICES
THROUGH OUR PROGRAM
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.
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