Steve Lockshin

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Steve Lockshin

Steve Lockshin

@OpenAdvisor

Bionic Advisor, FinTech Investor, Industry veteran focused on creating a marketplace of true fiduciary advisors.

Sumali Ocak 2011
317 Sinusundan1.7K Mga Tagasunod
Steve Lockshin
Steve Lockshin@OpenAdvisor·
@Starlink Kind of a tough pill to swallow to have the speed of Global Priority cut by 100 mph forcing pilots to moves to a plan that’s almost 10X the price for 40% of the data. How about a plan in between? Maybe slower data, more data, or something else?
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dioreall
dioreall@realldio·
sora 2 is crazy first 566 people who RT+LIKE and follow @realldio will get free sora 2 invite code comment "SORA" and make sure ur dm is open 📩
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Tara Roth
Tara Roth@taranellroth·
Congrats to @cshapiro, @sophiebakalar, and the entire @collabfund team! >20X multiple on invested capital realized 🤯 In this challenging venture landscape, their recent sizable distribution to the @GoldhirshFdn further sets them apart in all of the best ways. Doing well and doing good ftw! One more example of why we're so happy to be longtime investors.
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Steve Lockshin@OpenAdvisor·
Always appreciate a @MichaelKitces shoutout. The need for #estate_advisory extends beyond UHNW clients. Regardless of a client's income, advisors are in an ideal position to guide clients regarding their holistic estate plans (supported by attorneys).…lnkd.in/g6MTmUpy
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Steve Lockshin@OpenAdvisor·
The time is now for estate planning! Advisors should take action before the exemption limits sunset. Vanilla software can simplify this process. lnkd.in/gBtaXnsv
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Steve Lockshin@OpenAdvisor·
Now Vanilla and Addepar are integrated so advisors can better serve their clients when it comes to their estate planning. It’s time for investment advisors to become Estate Advisors. #estateadvisor lnkd.in/gDgAWFUK
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Steve Lockshin@OpenAdvisor·
For clients with taxable estates, waiting until 2025 to estate plan may prove to be too late. lnkd.in/ghSSTT4F
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Steve Lockshin@OpenAdvisor·
Join me on May 16th as we unveil the new Vanilla Estate Advisory platform. I'm looking forward to a great conversation with Bob Oros, CEO of Hightower, on the changing role of advisors in estate planning and how tech can help. See how Vanilla works h…lnkd.in/g3ae5jhW
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Steve Lockshin@OpenAdvisor·
Estate Planning with Real Estate. Arielle Buss Lederman and Heather Casteel collaborated to compose this well-crafted summary regarding planning with real estate. #estateplanning lnkd.in/g7YvUFSV
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Steve Lockshin@OpenAdvisor·
Vanilla has launched new features to reinvent further how advisors work with their clients' estate plans. lnkd.in/gvRH5tAD
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Steve Lockshin@OpenAdvisor·
When we created Vanilla, we knew that great design would help set us apart — especially when dealing with the complex subject of estate planning. Today, we launched a refreshed brand and website that stays true to our roots in thoughtful design and reflec…lnkd.in/enjVrZ2n
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Steve Lockshin@OpenAdvisor·
I couldn't be prouder of the Vanilla team. Looking forward to helping advisors transform their client service by enabling them to deliver smart and dynamic #estateplanning solutions. lnkd.in/guPbCr9u
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Steve Lockshin@OpenAdvisor·
Vanilla is hosting The Estate Planning Playbook, hosted by me and Arielle Buss Lederman. We plan to outline what works for our AdvicePeriod clientele and our team. lnkd.in/gkGA2fjx
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