Christmas or Wedding Season?

Wedding Season

There are between 2 and 2.5mm weddings each year, with almost half of them taking place in the key wedding months of June, September and October.

Now is the time to support your clients -- or their children -- with prudent financial advice, including having open and honest money conversations about goals, budgeting, credit and debt, potential prenuptials, insurance, taxes, T&E and retirement planning.?

How To Generate Quality Prospects ...

... AND Convert Them!

Do you want to organically grow your practice? If so, identifying and converting prospects is one key to success. Come and join our conversation with WealthFeed on June 26 to learn how:

1. WealthFeed can provide you with quality leads that experience a catalyst and align with your desired client profile
2. Bento can help you close these leads by empowering you to lead with differentiated and impactful advice

REGISTER NOW

Interactive Video

Do you (like many of us) have a rather short attention span? Have you gotten used to learning through videos? Do you want to discover more about Bento via a self-directed learning journey? Then check out our new interactive video series!

CHOOSE YOUR PATH

Joint Webinar with Hanlon

VestGen Investment Management and Bento are partnering to bring our integrated technology and content solution to more #RIAs, helping them drive their organic growth.?

Join us on June 18th to learn more about Hanlon's latest technology, service and TAMP offerings, and how Bento allows you to lead with advice during "Moments That Matter".

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Partner Spotlight: Russ Thornton

Russ Thornton of Wealthcare for Women is an Investopedia Top 100 Advisor focused on helping clients aged 55 to 75 retire with clarity, comfort, and confidence.?

His 30+ years of experience delivering personal financial advice combined with his financial life planning approach to retirement helps women achieve comfort and confidence for the future while making the most of their lives today.

"The key to developing long-lasting relationships with clients is being aware of their needs and proactively addressing them. Whether it be a phone call, meeting, or email, clients are looking for guidance from their financial advisor during these moments that matter along their path to retirement."

Learn more about Russ here or sign up for his insightful weekly newsletter here.

"The CRM is the foundation that client-centric advisors build their business on. And Bento makes the CRM work even harder for advisors, and their clients"??

-- Greg Friedman , CRM Pioneer and RIA Leader

Learn more about key wedding dynamics in this statistical overview from The Knot -- for example, 32% of Millennial couples met on a dating app, 1.6 carat is the average ring size, and the average cost for a wedding in the NYC area is $63K.

Scaling #MomentsThatMatter