How Brett Nelson, CFP® at AdvicePeriod Deepens Relationships With New and Existing Clients Using Vanilla
AdvicePeriod
Brett Nelson
Certified Financial Planner

Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning.
Showing 5 Vanilla Customer Success Stories
AdvicePeriod
Brett Nelson
Certified Financial Planner
Benchmark Wealth Management
David Eltringham
Managing Director
Gibson Wealth Advisors
Allen Gibson
President and Chief Compliance Officer
SageOak Financial
Tyler Gray
Founder and Senior Advisor
Two West Advisors
Vern Cushenbury
Chief Investment Officer
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