Episode 174 Future Proof Conversations: Gene Farrell

The Advisor Lab by CION
18/09/2025 18 min Temporada 1 Episodio 174
Episode 174 Future Proof Conversations: Gene Farrell

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Episode Synopsis

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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