Back to School Means Back to Advice ????
Bento Engine
Empowering Financial Advisors to lead with advice during Moments That Matter.
This fall represents a major opportunity to lead with timely, personal and impactful advice. Many clients -- and prospects -- are open for business again. And birthdates (and thus advice opportunities) abound: according to the CDC, September and October are 2 of the 4 months with the most birthdates, and 9 of the 10 most common birthdays are actually in September.
Interested in learning more about how Bento can help you uncover key Moments that Matter in your clients and prospects lives? BOOK A DEMO HERE
Uncovering NNAs
When you lead with advice, everybody wins. Better client experiences and outcomes ... and better organic growth for your practice. Hear directly from this client-centric advisor how he gathers meaningful new assets by assisting his clients during "Moments That Matter".
Meet Bento in person!
Conference season is upon us. Ping us if you'll be at one of the events below; we'd love to connect in person!
- FutureProof in CA -- September 15-18
- CFP Board in DC -- September 29 - October 1
- Tiburon in SF -- October 28-29
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Download Sample Content for Your Clients
Want to dive deeper and check out some of the Bento materials? Then access some samples from each of our "Life Events", "Life in Numbers" and "Children and Wealth" programs right on our website.
BCG's annual Global Wealth Report shares important data and insightful perspectives. And it's good to be an American -- North America added $11.4T in net worth in 2023, more than the rest of the world combined.?
“Bento has helped my team take advantage of opportunities within our current book of business and has empowered us to connect with over 30 next-gen clients. The proactive Bento Alerts have been instrumental in maintaining over a 99% client retention rate YTD.�
-- Andrew Greene, Archford Capital Strategies