Steve Lockshin

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

[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?

[Steve Lockshin @OpenAdvisor]

@realldio Sora

[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 📩

[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.

[Steve Lockshin @OpenAdvisor]

What a great offsite with the Vanilla team! We are hiring, too! https://t.co/5WzewdCG1K

[Steve Lockshin @OpenAdvisor]

One of my favorite people, Bob Oros, talking about one of my favorite topics! https://t.co/SeWb4Cd2gj

[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).…https://t.co/KYTtZQkS4p

[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. https://t.co/md5hQZy6Ft

[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 https://t.co/rPnhopTD9C

[Steve Lockshin @OpenAdvisor]

For clients with taxable estates, waiting until 2025 to estate plan may prove to be too late. https://t.co/RIBtOXd3BK

[Steve Lockshin @OpenAdvisor]

I always enjoying talking with Bob Oros !!! https://t.co/ufZ9PwdhSJ

[Steve Lockshin @OpenAdvisor]

Investment Advisors must become Estate Advisors if they want to serve wealthy clients. https://t.co/nn40DOazVP #estateplanning https://t.co/WoN8ZdQGmV

[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…https://t.co/cEIKTSTCOH

[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 https://t.co/Xjlh1EfmWY

[Steve Lockshin @OpenAdvisor]

Vanilla has launched new features to reinvent further how advisors work with their clients' estate plans. https://t.co/m56VMQJRzS

[Steve Lockshin @OpenAdvisor]

Estate Values Today and [now] In The Future. Vanilla adds another impressive feature to its estate planning with future projections. Read more here https://t.co/TQZ157rxgX #estateplanning #estateplan #financialplanning https://t.co/rRj0rUF6A2

[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…https://t.co/Vf8ApDfxb5

[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. https://t.co/aNePjfTe8a

[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. https://t.co/ppuPH5GMwV

[Steve Lockshin @OpenAdvisor]

Gavin was truly one of the good guys. He will be greatly missed as a person and as colleague.

[Gavin Spitzner @gspitzner]

Hi, this is Gavin’s family and we sadly need to let you know that after a short illness that he battled bravely, he passed on January 30, 2023. Gavin wanted all his friends, family and colleagues to know he died at peace without any regrets.