# Steve Lockshin
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steve lockshin is an entrepreneur and financial advisor, focusing on ultra high-net-worth clients. He is a founder of a number of companies, such as Fortigent (formerly Convergent Wealth Advisors and CMS Financial Services) in 1994, Advizent in 2012 (which shut down a year later), and Advice Period in 2013 (which was named "Best Wealth Planning Firm" at Family Wealth Report Awards 2019).He is an early investor in a number of fintech firms, such as Betterment, Quovo, Wealthbox, and Advizr.He has appeared widely in the finance and business press, and at conferences in the financial services and fintech industries. He has served on CNBC's Digital Financial Advisor Council.
Steve Lockshin, AdvicePeriod & Vanilla - The Fintech Series
In this episode, we are joined by Steve Lockshin, Founder of AdvicePeriod and Vanilla, an estate advisory platform. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. He also had a front-row seat to the advent of the Robo-Advisor era …
Barron’s Top Advisor and Industry Visionary Steve Lockshin: Lessons from the Life of a Serial Entrepreneur
The founder of AdvicePeriod, Vanilla, and others, offers a unique perspective on how an advisor’s entrepreneurial DNA can drive their ability to serve clients and grow untethered, particularly in the independent space.
96. Steve Lockshin - Mentorship, Fees for advice & using tech to get ahead
Find out more about the estate planning software Steve Lockshin helped create - https://www.JustVanilla.com/
Today we had an enlightening conversation with Steve Lockshin, a seasoned financial advisor with a wealth of knowledge and experience.
Steve's journey into the financial advisory industry i…
Preventing Trust Fund Monsters with Steve Lockshin
Steve Lockshin joins Ross Marino on advising high level investors on their retirement plans and preventing "trust fund monsters".
Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning
Len Bias was a star basketball player at the University of Maryland drafted by the Boston Celtics in 1986 and one step away from becoming a pro athlete. Unfortunately, he passed away just two days after being selected but before signing any MBS or sponsorship documents, leaving him and his family j…
Ep #16: The Rise Of The Robo Advisors - Interview with Steve Lockshin
Steve joins us today to share an insider's perspective on technology in the financial planning space that you are not going to want to miss.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/16
EP 97 Plain Vanilla: Reinventing Estate Planning with Gene Farrell, President & Chief Executive Officer, Vanilla
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Today, I’m thrilled to welcome a powerhouse in fintech and leadership In The Suite: Gene Farrell, President and CEO of Vanilla.
If you think estate planning is confusing, costly, or only for the ultra-wealthy—this episode is going to flip that belief on its head. Gene joins us to tal…
Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla
The post Ep. 299: AI, Estate Planning, and the Future of Advice: A Conversation with Steve Lockshin, Vanilla appeared first on and was written by Elana Iskowitz.
Estate planning may be one of the most overlooked areas of wealth management—but that’s changing fast, thanks to technology. In this ep…
Financial Advisors Who Embrace New Business Models and Adopt AI Today Will Be The Last Ones Standing
In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Steve Lockshin, founder of AdvicePeriod and Vanilla Technologies.
Steve shares insights on the shortcomings of the traditional AUM model, the rise of AI in financial advisi…
The Value Stack Framework Top RIAs Won't Stop Using | Steve Lockshin
Steve Lockshin has been doing things differently since before "going independent" was a trend. He founded his first RIA in the 1990s, co-founded Advice Period, and is now chairman of Vanilla — an AI-powered estate planning platform built specifically for advisors.
In this conversation with Shelby, …
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