Vince D’Addona

What makes it even more remarkable is how early in his career he’s done it. In this talk, he will share exactly how he did it. You’ll see how estate tax exposure evolves as wealth builds, what each phase looks like in practice, and where premium financing enters as a logical next step. Real client pathways, honest insight into where advisors typically lose the thread, and a clear framework for identifying exactly where your clients sit on the roadmap today — and what moves them forward. This is a rare look inside the secret sauce, straight from someone who’s built the recipe case by case — and is just getting started.

We’ll cover the questions that surface problems clients didn’t know they had, how to coordinate across partners without overstepping, and turn a first meeting into a multi-generational relationship. If you’re leading with product, you’re leaving the relationship on the table. This session shows you how to lead with planning and let everything else follow.