The Advisor Lab by CION

Episode 174 Future Proof Conversations: Gene Farrell


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Gene Farrell is the President and CEO of Vanilla, a leading provider of estate planning technology for financial advisors. We sat down with Gene at Future Proof Festival for a conversation on the role of the financial advisor in the estate planning process, and how advisors can bring estate planning support to clients of all wealth levels.

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The Advisor Lab by CIONBy CION Investments

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