Bento Engine

When you lead with personal, timely and impactful advice, everybody wins. See how we can drive your organic business growth by leading with advice during #MomentsThatMatter.

Bento integrates into Salesforce to put that powerful CRM on steroids. We mine all your client and contact data to identify upcoming advice opportunities. When we find one, we not only alert you, but also equip you with compliance pre-approved content to execute with -- all embedded in the CRM. ?? Register now for our live session on March 7th @ 1pm EST: https://lnkd.in/di4Dvr9P #CTO #enterprise #wealth

Life Events -- they matter to clients, and your practice. Either you serve your clients with personal, timely and impactful advice during these "Moments That Matter" ... or they switch #advisors. Interesting insights from Orion's 2025 Investor Survey: -- Life Events make clients switch ... -- ... with Inheritance being a big one ... -- ... and the more folks inherit, the more likely to switch they are Are you serving all of your clients with proactive, personal and impactful advice? Bento can help, check us out at www.bentoengine.com. #LeadingWithAdvice #ClientEngagement

Life Events -- they matter to clients, and your practice. Either you serve your clients with personal, timely and impactful advice during these "Moments That Matter" ... or they switch #advisors. Interesting insights from Orion's 2025 Investor Survey: -- Life Events make clients switch ... -- ... with Inheritance being a big one ... -- ... and the more folks inherit, the more likely to switch they are Are you serving all of your clients with proactive, personal and impactful advice? Bento can help, check us out at www.bentoengine.com. #LeadingWithAdvice #ClientEngagement

Connecting early and constructively with the #NextGen of your client families is vital for the long-term health and growth of your practice. One good "Moment That Matters" is Age 14, as of which kids can legally hold jobs and earn income. Consider advising your client (and prosect!) families on how to: ?? Secure Working Papers (required in the vast majority of states) ? Legally earn income via age-appropriate summer or side jobs ?? Put a least some of the legally earned income into Custodial IRA accounts under the kids name, so that they get to enjoy the power of tax-deferred compounding for decades to come Age 14 -- a wonderful opportunity to constructively connect with G2 or G3 and teach them the magic of earning, saving and investing in smart, tax-aware ways. Everybody wins when you lead with advice! #wealthmanagement #financialplanning https://lnkd.in/e_d5VHTc

Wealthbox is a powerful and user-friendly CRM. ?? It's more than just a fancy rolodex. It helps you manage your practice and delight your clients. For example by alerting you of upcoming #advice opportunities. Yes, Bento is embedded in the #CRM, making that key system work even harder for you. Learn more by registering for our Feb 28 live webinar right here: ?? https://lnkd.in/daYkb95T #cfp #napfa #xypn

Join us tomorrow for a powerful webinar hosted by Wealthbox, Bento Engine & Zeplyn! ? Learn how to engage clients during pivotal Moments That Matter ? See automation in action—less manual work, more impact ? Discover how Wealthbox, Bento Engine & Zeplyn work together to streamline your practice ?? Date: February 19th ? Time: 2 PM ET ?? Topic: Automate Your Best Advice During Life Events ?? Register now: https://lnkd.in/gRy849rA Let’s make smarter client engagement effortless! #FinancialAdvisors #WealthManagement #ClientEngagement #Wealthbox

Your Redtail Technology CRM is full of good data -- let's put that to work! ?? Learn how Bento Engine mines your Redtail Technology CRM to identify upcoming advice opportunities and equips you with compliance pre-approved content. Because when you lead with advice during "Moments That Matter", everyone wins! ?? Join our webinar on February 21st at 1pm EST, sign up here: ?? https://lnkd.in/dsG-FU-9 #wealthmanagement #practicemanagement

While the demand for human #wealthmanagement advice continues to rise, the supply of skilled advisors remains flat. McKinsey & Company predicts a gap of ~100,000 advisors over the next ten years, link to an interesting article in the comments below. The solution? Smart tech to the rescue! #wealthtech that provides leverage, so advisors can serve more clients in even better ways. Powerful tech that makes human advisors more human more often. Bento Engine Asset-Map Couplr AI Wealthbox Practifi Redtail Technology eMoney Advisor RightCapital Envestnet | MoneyGuide visiWealth FP Alpha fpPathfinder Orion ForwardLane Inc. Testimonial iQ WealthFeed Catchlight Zeplyn Jump - Advisor AI PreciseFP

Your clients have different learning styles and communication preferences. Exhibit #248: Orion's 2025 Investor Survey. That is why Bento provides you with multi-format materials, including: ?? PPTs/PDFs for visual learners ?? Phone scripts for audio learners ?? Email for the on-the-go crowd Bento puts you in a position to advise: -- The right folks -- On the right topics -- At the right point in time -- And in the right way Picking the best mode of communication on a client-specific basis = being heard = everybody wins. ? #wealthmanagement #financialplanning