Check out co-founder Lisa Westermark, ChFC® speaking about engaging next generation clients and estate planning during Vanilla's Legacy Now virtual event on April 24th.
I’m looking forward to being a panelist at Vanilla’s virtual estate planning event Legacy Now on April 24. Tune in to hear me exchange insights with other advisors during my session on innovative approaches to engaging 2nd gen clients—a critical hurdle to long-term client retention. I hope to see you there! https://hubs.ly/Q02sg2N50