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Life in #s: 15 Age Points That Matter

Proactive advice is key to better client outcomes and organic business growth for financial advisors.

But knowing when and how to deliver that advice in a scalable yet personal way proves to be a big challenge for caring advisors

In this presentation, we plot the 15 age points that matter to your clients’ financial lives, along with survey results that explain why closing the advice gap is critical

Know When (& How) to Engage Your Clients.
Download the presentation today to get a complete list of the age-points that trigger meaningful wealth management risks and opportunities–plus, see how Bento empowers you with the right information at the right time to deliver caring, proactive financial advice.