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AdvicePeriod is reinventing wealth management. Focused on what really matters to clients, AdvicePeriod combines actionable financial and estate planning advice with objective investment guidance. The firm’s partners have a history of pioneering wealth management and developing many of the services and practices that are now the industry’s gold standard. The firm boasts a national network of forward-thinking advisors committed to leveraging technology to impact more lives, reduce fees, and deliver the client experience of the future.

Vanilla was founded in 2019 by AdvicePeriod’s Steve Lockshin to help advisors deliver more estate planning value to their clients. Vanilla has built out a suite of products with the goal of reinventing the estate planning experience, end-to-end. From document preparation, robust visualizations of complex estates, detailed diagrams of how assets transfer to future generations, to ongoing estate administration, Vanilla is continuing to build out tools that allow advisors to do more for their clients. Vanilla has partnered with some of the industry’s most influential RIA’s, law firms, and financial technology platforms to help distribute our tools across their networks, allowing them to deliver far more estate planning value to their clients.

Steve Lockshin

Co-founder and Principal

Award Category
Individual Ria Firm Leaders: Innovator of the Year
nominee
Steve Lockshin, Founder and Principal, AdvicePeriod
Steve Lockshin is a Founder and Principal of AdvicePeriod and former Chairman of Convergent Wealth Advisors, a company he founded in 1994. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Lydian Wealth Management was acquired by City National Bank (NYSE:CYN)) in 2007.
Award Category
Disruptors: Industry
Initiative
Reinventing Business Management
Eighteen months ago, we launched CFO Services, which offers full-scale, in-house business management services to our ultra-high net worth clients. We are now excited to offer Entity Management, Bill Pay, Financial Reporting, and Real Estate portfolio management as our core CFO Services. These, offered in conjunction with wealth management, provide a full suite of family office services, putting AdvicePeriod well on our way to being the integrated professional service firm of the future.
Award Category
Family Offices: Client Initiative
Initiative
Reinventing Business Management for Full-Scale Family Offices
Eighteen months ago, we launched CFO Services. This team offers full-scale, in-house business management services to our ultra-high net worth clients. We are now excited to offer Entity Management, Bill Pay, Financial Reporting, and Real Estate portfolio management as our core CFO Services. These, offered in conjunction with wealth management, provide a full suite of family office services, putting AdvicePeriod well on our way to being the integrated professional service firm of the future.

David Hauser

American entrepreneur, speaker and angel investor

Award Categories
Disruptors: Technology
Technology Providers: Document Management
Initiatives
Vanilla Estate Planning Platform
Vanilla Documents
Founded in 2019 by Steve Lockshin, Vanilla’s product suite was originally built for internal use by AdvicePeriod to help explain the value derived from estate planning and to identify opportunities 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. Since then, Vanilla has built out a suite of products with the goal of reinventing the estate planning experience, end-to-end.
Resources
WHITE PAPER
Wealthy Advisory for the Truly Wealthy
Most advisors are fine relationship managers, but many fail to really advise.
Most advisors claim to provide not just investment services but also in-depth, comprehensive financial planning. And yet, the vast majority focus on investment management and provide too little planning; in particular, for the wealthy, they offer little or no estate planning guidance. The reason is simple: Gathering assets for investment management can be very profitable for the advisor, even if the advisor doesn’t deliver much performance for the client.
WHITE PAPER
7 Ways Financial Advisors Are Leaving Money on the Table

While in many ways, there’s never been a more opportune time to work in the wealth management industry, that rosy outlook is also tinged with an array of concerns. Too many financial advisors are increasingly forced to direct their time and energy away from what initially led them to the business: helping people. Why? They have a business that’s simply not going to run itself.

EXPLAINER VIDEO
Better Estate Planning, Plain and Simple

We designed the process from the ground up to focus on what really matters. No unnecessary questions, time-consuming onboarding, or outdated interfaces. Serve your client’s estate planning needs with the expertise of some of the industry’s top planners in a few easy steps—at no cost to you.