Case Study: Mariner Wealth Advisors achieves 5.2x higher revenue growth with Vanilla

Mariner Wealth Advisors drives 5.2x higher revenue with Vanilla

Mariner Wealth Advisors, a large registered investment adviser (RIA), sought to provide comprehensive estate planning as a key differentiator for its hundreds of advisors. The challenge was that the traditional process of reviewing complex legal documents was time-consuming and difficult for advisors to communicate effectively, often leading them to avoid these important conversations with clients.

The firm implemented Vanilla's estate advisory platform to streamline this process. The solution provided visual representations of estate plans, making them easier to understand and discuss. This led to significant results: offices with high usage of Vanilla achieved a 21.84% growth rate and $11.75 million in revenue, which is 5.2 times higher than the revenue of offices that did not use the platform.

Mariner Wealth Advisors