A new CE-eligible Vanilla Academy course just dropped! We're happy to introduce our new UPL Training for Advisors. Already a member? Log into Vanilla Academy here: hubs.li/Q03ykTz50 Or create your free account to access CFP® CE-eligible courses: hubs.li/Q03ykRwv0

Curious what's new in Vanilla? Have a few questions but not quite ready to connect with sales? Join our Group Demo on 8/5, where a product expert will walk through core Vanilla's capabilities, the latest enhancements, and host a Q&A. Register here: hubs.li/Q03yx9Pz0

Join us on 7/29 to hear Steve Lockshin's first-hand insights on how integrating estate strategy isn’t just good planning—it’s transformative for your practice. Learn more and register here: hubs.li/Q03y-4HJ0

We're excited to welcome two new members to the Vanilla team today! Shirley Zhang, CFA joins us as our VP of Sales, and Jessie Baccich (Searles) will serve the HNW and Family Office space as a Senior Account Executive. Welcome, both!

In a new piece for Financial Advisor Magazine, Gene Farrell explains why it's time for a major overhaul in how advisors handle planning conversations, shares common pitfalls, and offers best practices for modern estate advisory. Read it here: hubs.li/Q03zlHtr0

This month marks another leap forward in estate planning innovation. We're raising the bar with breakthrough updates across AI, integrations, and branding that transform how you serve clients. Discover how these releases streamline your workflows: hubs.li/Q03zy-xS0

Every day, firms use Vanilla to enhance client experiences and build trust across generations. Laura Jogani sat down with Wealthspire Advisors' Heather Flanagan to discuss how their firm brings a differentiated approach to UHNW clients. Tune in here: hubs.li/Q03zN9qD0

We’re extending a warm welcome to the team at KinneyMunro Wealth Advisors, who’ve recently chosen Vanilla’s leading platform to support their estate planning services. We look forward to partnering with their firm to grow their estate planning offering!

What if you could start estate planning conversations in minutes, not weeks? Scenarios™️ Advanced Planning lets you start meaningful planning conversations from day one. The next evolution of Vanilla Scenarios launches on 8/8. Plus, keep an eye out for our webinar on 8/20.

At this week's WealthManagement.com Estate Planning for Advisors Summit, Steve Lockshin and Ron Bullis will close the show with a conversation about unlocking sustainable growth that sets your firm up for long-term success. Tune in at 3 p.m. ET for their session: hubs.li/Q03BnXPp0

How is technology rewriting the rules of estate planning, and what does it mean for advisors? Steve Lockshin joined Craig Iskowitz on WealthTech Today to discuss everything from AI-powered document analysis to what the next 5 years hold for the industry. hubs.li/Q03Bz2j50

The countdown to Future Proof Festival has officially begun! The Vanilla team is gearing up for a week of sun, sand, and meeting with top wealth management pros like you. If you're attending and want to catch up with a team member, drop us a line. See you on Huntington Beach!

Please join us in welcoming Schmidt Financial Management, Inc.! We're proud to partner with Schmidt as they expand their estate planning services for tech professionals and executives with complex equity compensation.

The Vanilla team looks forward to seeing you next week at Cambridge Ignite 2025! Make sure to visit us at Table B, where the team will be demoing Vanilla's patented estate planning solution and showing off the latest features. See you there!

Today’s the day: Vanilla Scenarios™ Advanced Planning, the newest evolution of our all-in-one scenario modeling tool, is now live and available to all customers. Read more about the latest innovations in Vanilla Scenarios here: hubs.li/Q03Ct2qf0

Estate planning is one of the most important conversations you’ll have with your clients, but it can be tough to break the ice. Here, we outline 12 key questions to bring structure to the conversation and ensure you capture all the necessary info: hubs.li/Q03CCHJN0

Mark your calendars: We have two great webinars teed up for August. Transform Client Conversations with Vanilla Scenarios Advanced Planning on 8/20: hubs.li/Q03CM-Hw0 Estate Planning For Advisors: Foundational Concepts and Best Practices on 8/26: hubs.li/Q03CN3Jq0

We just introduced Vanilla Scenarios™ Advanced Planning, the latest evolution of our all-in-one estate modeling engine. Learn what makes it the most sophisticated multi-strategy analysis tool on the market in this interview with FA Magazine: hubs.li/Q03C-w4S0

Attending Cambridge Ignite this week? Make sure and pop into Theater 101 to hear Michael Schwoerer's talk on implementing advanced planning. We'll also be showing off the latest Vanilla features and chatting about all things estate planning tech at Table B. Come say hi!

The future of financial advice isn’t AI vs. advisors—it’s AI plus advisors.A new Microsoft study lists financial advisors as a job likely to be replaced by AI. But in an article from WealthManagement.com advisors say "not so fast"—and we second them. Read it here: hubs.li/Q03DnbSv0