Encouraging clients to take action toward certain financial goals can be difficult to do. But...

Discover new resources to help you deliver better, timely advice to more families across the wealth spectrum.
Encouraging clients to take action toward certain financial goals can be difficult to do. But...
Today, we’re happy to announce that Bento Engine has partnered with Conneqtor–a platform for online...
In 2021, we conducted a survey that asked actively advised clients about how proactive financial...
Bringing over 25 years of deep experience in the fintech and advisory space with him, we’re...
As a Financial Advisor, you are constantly looking for timely opportunities to meaningfully engage...
64% of Americans don’t know what a 529 plan is.85% of eligible investors don’t make catch-up...
As a Financial Advisor, you’re pressed for time and you need all of your resources to help you...
For more than 20 years now, we always look forward to Boston Consulting Group (BCG)’s annual...
New clients are the lifeblood of successful Financial Advisor practices. New clients bring new...
Every month, you will receive a collection of our most valuable content resources–from webinar invitations to exclusive blog content and more–to help you attract prospects and deepen client relationships with life-changing advice delivered at the right time, every time
Bento helps you build deeper client relationships by connecting with your CRM to mine for advice opportunities and deliver relevant content for meaningful, proactive client engagement.