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Bento Engine mentioned it finest: Even the very best recommendation, delivered on the improper time, can fall flat. Monetary recommendation delivered too early—or worse, too late—can have the other impact of its intention. With a purpose to really assist their shoppers, and due to this fact enhance engagement, loyalty and retention, advisors want to supply recommendation when it really issues.
On this episode, Shannon Rosic, director of WealthStack Content material and Options, speaks with Philipp Hecker, co-founder and CEO of Bento Engine, on how they’re serving to advisors join with their shoppers on a deeper stage by combining highly effective SaaS know-how with impactful content material and timing experience.
Shannon and Philipp focus on:
- The ability of holistic recommendation
- How Bento Engine is encouraging all members of the family to take part within the monetary planning course of
- How the timing of recommendation encourages motion in the direction of monetary targets
- How advisors will help fill the gaps in shopper monetary literacy
- Why updating know-how is as important as staying updated on monetary information
Join with Shannon Rosic:
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About Our Visitor:
International enterprise strategist (J.P. Morgan, DB, BCG), obsessed with recommendation past investing.
Beforehand Head of Wealth Planning & Recommendation, and International Head of Technique at J.P. Morgan Wealth Administration Centered on tech-driven advisor-enablement for the good thing about shoppers, their households, and their communities
THE WEALTHTECH REVOLUTION IS NOW. Obtain bolder know-how methods which are powering a brand new era of growth-oriented advisors at WealthStack.
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