Webinar: The Power of Advice Beyond Investing

64% of Americans don’t know what a 529 plan is.

85% of eligible investors don’t make catch-up contributions.

And 68% of Americans pass without a will.

If those figures shock you, you’re not alone. But advisors who lead with advice delivered at the right time throughout their clients’ lives have the power to change those statistics.

Clients are more likely to remain loyal, recommend their advisors and consolidate assets with advisors who provide advice beyond investing. Prioritizing timely, relevant, and proactive advice leads to deeper client relationships and better business outcomes. Bento empowers you to do just that.

By connecting with your existing CRM via APIs, Bento mines for advice opportunities across your client and prospect base and delivers relevant, compliance-approved content back to you through the CRM.

In this on-demand webinar, we explore the opportunity for caring advisors to bring advice beyond investing to more families across the wealth spectrum and how technology allows advisors to scale personalized delivery. We’ll share a peak under the hood and demonstrate how Bento works with your existing CRM.

Register Today