In this week’s episode of On the Circuit, host Johnny Sandquist sits down with Bento Engine’s Co-founder and CEO, Philipp Hecker. Listen in as they discuss the next frontier of financial planning, Bento Engine’s platform and how advisors can empower clients with actionable advice.
Today’s discussion revolves around the evolving landscape of the wealth management industry and the crucial role of actionable advice in providing exceptional service to clients.
Philipp Hecker elaborates on the significance of offering proactive, actionable advice during pivotal moments in clients’ lives. These moments, ranging from life events like marriage and moving to age-based milestones, represent unique opportunities for advisors to provide impactful guidance to their clients.
“Lead with advice in both defensive and offensive terms, covering your entire book of business with relevant advice that creates real quantifiable value and peace of mind for clients,” Hecker says.
He goes on to explain how Bento Engine helps with this process. Bento Engine’s algorithms utilize APIs to scan a firm’s entire book of business. The platform then identifies upcoming advice opportunities, promptly alerting advisors and equipping them with compliance-approved, impactful content in various formats. This streamlined approach enables advisors to offer personalized, actionable advice to clients in a timely and efficient manner.
As the episode draws to a close, Hecker shares three essential tips for advisors seeking an edge in 2023. These include serving existing clients exceptionally well with scalable, personal advice, adopting proactive approaches to prospecting and prioritizing connections and constructive support for the next generation of clients and their families.
Listen in to hear the full episode featuring Philipp Hecker, and be sure to check out our other episodes!
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