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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 built the first modern estate planning platform, pairing legal and financial experts with technology to deliver new value to your entire client base. From estate visualization, custom opportunities, to document generation, Vanilla’s ecosystem puts you at the center of your clients’ estate planning.

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.
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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’s modern estate planning platform allows advisors to unlock new value for existing clients and prospects alike. From estate visualization to document generation, our ecosystem puts you at the center of your clients’ estate planning.

Vanilla Documents

Vanilla Documents includes all of the benefits of working with top estate planning attorneys without the cost or hassle. Between the efficiency of technology and partnering with one of the nation’s most recognized law firms, Vanilla is able to offer an end-to-end process that allows your clients to quickly create documents and receive a one-on-one review call with a licensed attorney.

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.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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