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.

Thank you for 4,000+ followers -- we hope you appreciate and benefit from our posts. And if you want to learn even more, visit our website and sign-up for our monthly newsletter, which is chockful of Bento updates, tangible tips and helpful resources. --> https://lnkd.in/gUQZf5Fh Thank you for leading with advice! #advice #RIAs #privatebanking

Future Proof Miami was an incredible experience, and Bento Engine was proud to be part of the conversations shaping the future of financial advice. Our Director of Advice Engagement, Mark Wellman, spent the week connecting with forward-thinking advisors, industry leaders, and innovators who share our passion for delivering proactive, impactful advice. Key takeaways from the conference: ?? Advisors who leverage technology to deliver timely, personalized guidance will lead the way. ?? Clients expect more than investment management—they want advice that meets them at key life moments. ?? The energy and collaboration in this industry are stronger than ever, and it’s exciting to be part of the evolution. A huge thank you to everyone who shared their insights and perspectives this week. If we didn’t connect in Miami, let’s continue the conversation—Bento Engine is here to help advisors make a real difference in their clients’ lives. #FutureProof #FinancialAdvice #FinTech #ProactivePlanning #BentoEngine

How are you making your business future proof? Our Director of Advice Engagement, Mark Wellman, is at Future Proof CityWide showing advisors how Bento Engine empowers advisors to lead with proactive, impactful advice. Connect with him today and learn how everybody wins when you #leadwithadvice! #futureproof #adviceengagement #fintech #wealthmanagement

Often we give into the temptation to lead with what we know. Showing how smart we are. How much technical expertise we have. But clients view that as table stakes. What they really care about is how much we care about them. That is their big question. One good way of demonstrating that you really care: Lead with proactive, personal advice during #MomentsThatMatter. Because when you lead with advice, everybody wins! #wealthmanagement #money #clientexperience

"Mighty Mite" -- we've been called worse! We are thrilled to be (again) recognized as a #wealthtech provider with an "Extraordinary" user rating in the latest T3 Technology Tools for Today Software Survey. Learn more about how we can help you scale your most impactful advice by visiting https://lnkd.in/gUQZf5Fh -- everybody wins when you lead with advice! #financialadvice #wealthmanagement

As of today, Bento Engine users will see a new age-based milestone alert popping up in their CRMs: Age 60, "Max Saver" Catch-up Contributions. These alerts, and the compliance pre-approved materials that come with them, help client-centric advisors to provide guidance to clients and prospects reaching the age as of which they can make even higher catch-up contributions in certain retirement accounts, thus maximizing their tax-advantaged savings and investing rate. ? Sytematically advising all of your contacts during #MomentsThatMatter, that is what Bento is all about. And as laws & regs change, we'll keep you abreast. So that you can advise your clients always based on the latest and greatest. Because when you lead with advice, everybody wins! ?? #cfp #wealth

Mark Wellman, Director of Advice Engagement at Bento Engine, will be attending Future Proof Miami from March 16-19! ???? Mark is passionate about helping financial advisors deepen client relationships, engage the next generation, and scale their businesses effectively. Future Proof is the perfect opportunity to exchange ideas, learn from industry leaders, and connect with forward-thinking professionals. If you’re attending, he’d love to connect! Reach out to schedule a time to meet and discuss how Bento Engine is helping advisors elevate their advice engagement and drive meaningful impact. #FutureProof #FinancialAdvice #Networking #AdviceEngagement #BentoEngine

?? Bento's March Newsletter is Here! ?? This month, we're diving into: ?? New at Age 60: "Max Saver" – Higher catch-up contributions under SECURE 2.0 mean more tax-advantaged savings for your clients. Bento now helps you proactively guide them! ?? AI-Powered Advice with Zeplyn – Our latest partnership turns client conversations into actionable insights in your CRM. The future of advice is here! ?? Advisor Shortage? Tech to the Rescue! – With a 100,000-advisor deficit looming, scalable solutions like Bento help you serve more clients, better. ?? Meet Us at Future Proof Miami! – Catch up with our Director of Advice Engagement, Mark Wellman, on the beach. ?? Supporting Clients in Difficult Times – New advice content coming soon: "Death of a Parent" & "Death of a Spouse" – helping you be there when it matters most. ?? Tax Policy Outlook – PwC's latest insights on how shifting policies could impact your clients. ?? Stay ahead—read the full edition now! ??