Sneak peek from our article feature in @wealth_mgmt recounting our double win at the @XYPNOfficial AdviceTech competition and touches on the challenges that everyone on the team here at @joinwaterlily are so driven to solve. Big thank you to both @wealth_mgmt and @ddjanowski!
Throwback to October when @lvittayarukskul and @EvanEhrenberg attended @FutureProof_HQ 2025. September was an absolute whirlwind but we knew we had to make time to share this adorable update that highlights the experience and some fluffy individuals.👀🐶
A clean sweep at #XYPNLIVE. Waterlily is honored to be the first company ever to win both the Best in Show (judge's pick) AND the Advicers' Choice (audience pick) awards. A big thank you to @MichaelKitces and the @XYPNOfficial organization for this incredible opportunity.
Co-founder and COO @EvanEhrenberg, joined Rick Tocquigny on the Success Made to Last: Legends podcast to discuss how we predict when you'll need long-term care so you can build a real plan for it.
Listen here: spreaker.com/episode/truly-…
