#201 - Estate Management and Legacy Building with Vanilla's Jim Sinai

Wicked Pissah Podcast

Вміст надано Financial Planning Association of New England and FPA NE. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Financial Planning Association of New England and FPA NE або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

4M ago 46:21

MP3•Головна епізоду

Jim Sinai - Vanilla 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 story and helping make complex software easy to understand. Jim is also a former college rugby player, 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

Follow them on LinkedIn: https://www.linkedin.com/company/justvanilla/

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