Empowering Financial Advisors to lead with advice so that families thrive, and practices grow. Scaling Moments That Matter.
Joined September 2021
- Tweets512
- Following208
- Followers268
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Bento Engine Inc. retweeted
A massive well done to @BentoEngine you have made the #WealthTech100 list!
Check out the full list here: loom.ly/JMh5-oU
#WealthTech100 #FinTech #WealthTech
Bento Engine Inc. retweeted
Back in April 2018, @MichaelKitces published the first “Financial Advisor FinTech Solutions Map” in its current form. That infamous map is of great help to firms and advisors reflecting on their tech stacks.
Read more 👇 spr.ly/6019FLp5z
Bento Engine Inc. retweeted
We’re excited to share that our CEO, @chris_simone, is one of many featured contributors in @roryshenry's new book, "Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice" 🎉
cpatrendlines.com/shop/rh24h…
Bento Engine Inc. retweeted
Join this year's #AdviceTechLIVE to see 20 speed-demos from innovative FinTech companies from the comfort of your own space!
Remember it's FREE to register, and only registrants can access the playbacks of all sessions.
Register today 👇
hubs.li/Q02T6hKT0
Bento Engine Inc. retweeted
Check out other Advisor Speed Demos featuring: @AssetMapLLC @ycharts @Wealthbox @WeAreWealth @SnappyKraken @TIFIN_wealth @optoinvest @BentoEngine and others!
resilientadvisor.com/advisor…
Bento Engine Inc. retweeted
⏳ Starting soon! Join @BentoEngine and @TrustandWill for day 2 of Workflows Week! It's not too late to sign up 👉 tinyurl.com/23vbna5h
Bento Engine Inc. retweeted
Bento is excited to have partnered with @TheAmerCol as a Subject Matter Expert for their just-in-time learning platform, Knowledge Hub+.
Now, all Professional Recertification Program members can access our session, "Leading with Proactive Advice during 'Moments That Matter'" -- simply go to My Learning Hub to learn about:
✅ What are all those crucial 'Moments That Matter'?
☑ It's good to be proactive, but how proactive exactly to be?
✅ How to pick the best mode of communication on a client specific basis?
#financialplanning #wealthplanning #cfp
Bento Engine Inc. retweeted
1/2 Summer is full of #LifeEvents! @BentoEngine shared the most common ones in their newsletter:
💍About 50% of weddings are from June-September
🏡Nearly 50% of all home transactions happen from May-August
🎂 Most birthdays are in August & September
Bento Engine Inc. retweeted
If you missed our webinar last month with @BentoEngine, no worries! Watch the replay now to learn how @PreciseFP can help you get clean data and how @BentoEngine can help you deliver personal advice at scale. youtube.com/watch?v=A2Er-82G…
Bento Engine Inc. retweeted
Join our CEO @chris_simone and @BentoEngine CEO @PhilippHecker for an informative webinar next Thursday about how to create more meaningful touchpoints with your clients throughout the year using healthcare-related Life Events:
app.livestorm.co/caribouweal…
Bento Engine Inc. retweeted
We've officially hit our top 3 most popular podcasts of 2023 🎇
#3 is none other than @PhilippHecker of @BentoEngine!
Listen to the episode to hear how Philipp is empowering advisors to create actionable advice for their clients.
threecrownsmarketing.com/blo…
Bento Engine Inc. retweeted
🌟 Elevate your client service for every life milestone! Join us tomorrow, 10/31, at 12:00 PM CT for our free #webinar to explore how the @BentoEngine integration takes your advice-led approach to new heights — all right in your CRM.
Register today: bit.ly/3PLrqIP 🚀
Bento Engine Inc. retweeted
#AdviceTechLIVE doesn't require a hotel room, just a working internet connection so you can tune into all the amazing panels revealing their latest #FinTech releases!
Register for Free: bit.ly/3M36PyE
Bento Engine Inc. retweeted
Work, meaning and identity from @brianportnoy . Opening keynote has begun and it’s already awesome.
Bento Engine Inc. retweeted
CFP Board’s @JoeMaugeri1, CFP®, leads a conversation with Phillip Hecker, CEO of @BentoEngine, and Rico Casares, CFP®, Director at @AssetMark, on how they are meeting the demand for personalized investment strategies. #CFPConference
Bento Engine Inc. retweeted
First up at #XYPNLIVE #AdvisorTechExpo is @BentoEngine - ties in with 7 CRMs to spot planning milestones for clients and provides content & talking points.
Bento Engine Inc. retweeted
Psst! Hey you.
Want to learn how simple chats & surveys can revolutionize review meetings with clients? Or how to decode their true needs & aspirations while avoiding assumptions?
@jlittlechild of Absolute Engagement is here to tell you ➡️ bit.ly/3EfIXn5
Bento Engine Inc. retweeted
The virtual advisor tech conference AdviceTech.Live run by @AssetMapLLC will feature 10-minute presentations from 20 companies, including @BentoEngine, @Lumiant_io, @NitrogenWealth, @RedtailCRM, @SnappyKraken & more! ⤵️💥
wealthmanagement.com/news/qa… @wealth_mgmt @robaburg
Bento Engine Inc. retweeted
We caught up with @PhilippHecker at #WMEdge 2023!
Learn how @BentoEngine is empowering advisors to create actionable advice for their clients.
Plus, Hecker shares 3 tips for advisors looking to grow in 2023
threecrownsmarketing.com/blo…
Bento Engine Inc. retweeted
We are thrilled to add @BentoEngine to our Partner Marketplace! They offer integrated technology and content solution designed to provide proactive, impactful advice to your clients and prospects! To learn more about them head over to our website!
Bento Engine is honored to be included in @female_advisors Partner Marketplace. We look forward to working with their members to streamline the delivery of comprehensive, holistic advice to their clients and potential clients. Learn more about FAN here: bit.ly/3LRg2uQ