Want to justify your fees? Focus on estate planning

Name: Want to justify your fees? Focus on estate planning
Uploaded: 2025-12-17T18:32:58Z
Description: Gene Farrell, CEO of Vanilla, spoke to INTV at Schwab IMPACT 2025 about why the average end client doesn't believe advisors can generate investment alpha and why estate planning is where their true value lies.

Gene Farrell, CEO of Vanilla, spoke to INTV at Schwab IMPACT 2025 about why the average end client doesn't believe advisors can generate investment alpha and why estate planning is where their true value lies.