WHITEPAPER

The Timing of Financial Advice

Written by industry thought leaders Dr. Meghaan Lurtz, Dr. Michael Kothakota, CFP, and Philipp Hecker, the latest whitepaper from Bento Engine explores the timing of financial advice delivery through the lens of the Transtheoretical Model of Change, and how it makes an impact on driving client actions.

We aim to arm you with information that allows you to be thoughtfully proactive, so you can maximize your chances of client engagement, drive your clients toward the right steps at the right time, and positively impact client experiences and outcomes.

In this whitepaper, you will learn:

• The reality of when clients actually received advice around key age points
• When clients would ideally like to receive advice
• Whether differences in clients’ wealth levels impacted the timing of advice