Vanilla: Your Next Growth Engine, with CRO Marc Dorfman

Osaic's Aida Dillman speaks with Chief Revenue Officer Marc Dorfman about the powerful tool - Vanilla - and what it can do to revolutionize your practice. Marc shares how to rethink estate planning, and really think about multi-generational planning leveraging AI. Create summary docs in minutes, saving time for more critical, beneficial tasks around the office. Visit JustVanilla.com for more information.