Running Through Walls

Digestibility vs. Accessibility in Estate Planning

Informações:

Synopsis

Venrock’s Nick Beim speaks with Steve Lockshin, founder of Vanilla, about lessons learned as a serial entrepreneur in wealth management services. Lockshin shares what drives him as an entrepreneur, the need for more digestible information in estate planning, and his most valuable lessons learned on the path to building Vanilla. Lockshin also discusses the importance of humility and how it helped guide his decisions as a business leader.