Skip to content
In today’s fast-moving financial landscape, the most successful advisors are the ones who go beyond managing investments—they proactively engage clients with timely, relevant advice. At Bento Engine, we’ve seen firsthand how this shift can transform advisory practices, helping them scale more efficiently and deepen relationships along the way.
In fact, financial advisors using Bento Engine experience an average business growth with $4.5 million per year in new asset opportunities. How? By using our platform to deliver the right advice, to the right client, at the right time.
The Key to Unlocking Growth: Proactive Advice
Traditionally, financial advisors focus on market performance, portfolio management, and responding to client needs as they arise. While this is essential, it’s no longer enough to stand out. Today’s most successful advisors lead with advice—not just reactively, but proactively.
The reality is, life events drive financial decisions. Whether it’s a client getting married, sending a child to college, or preparing for retirement, these moments present key opportunities to provide value. Bento Engine ensures advisors never miss these critical touchpoints.
How Bento Engine Powers $4.5M in Growth
Our solution integrates directly into your CRM and is designed to help advisors seamlessly integrate proactive advice into their practice. Here’s how it works:
1. Timely Guidance for Key Life Events
Bento Engine’s technology identifies life milestones and triggers timely, compliance-approved guidance. For example:
- A client/prospect turning 50? Time to discuss catch-up contributions for retirement.
- A client’s/prospect’s child turning 18? Perfect moment to introduce age of majority and college conversations.
- A client/prospect buying a home? A crucial time to discuss mortgage options, cash flow planning, and insurance coverage.
These nudges ensure advisors stay ahead of clients’ needs and deepen their role as a trusted resource.
2. Engaging the Next Generation of Wealth
One of the biggest challenges advisors face is asset retention across generations. Statistics show that up to 90% of heirs switch financial advisors after inheriting wealth—a major risk for firms focused solely on current clients.
Bento Engine empowers advisors to connect with clients’ children and grandchildren early, providing value through age-based advice on financial literacy, Roth IRAs, and college planning. This proactive engagement helps advisors build relationships that last beyond a single generation.
3. Automated Yet Personalized Client Outreach
Advisors are busy. Between managing portfolios, meeting with clients, and handling compliance, it’s easy for key moments to slip through the cracks. Bento Engine solves this by integrating with existing CRM systems, delivering automated, yet personalized client outreach.
Instead of advisors manually tracking birthdays, life milestones, and important financial deadlines, Bento Engine does the heavy lifting—prompting timely client engagement in the CRM with minimal effort.
The Results Speak for Themselves
Advisors using Bento Engine report significant business growth, averaging $4.5 million per year in new assets. This success is driven by:
✅ Increased client trust and retention
✅ More referrals due to proactive, high-value service
✅ Stronger engagement with the next generation
✅ Consistent, timely advice that sets advisors apart
Are You Ready to Lead with Advice?
If you’re looking to grow your practice, deepen relationships, and ensure no client opportunity is missed, Bento Engine can help. Schedule a demo today and see how leading with proactive advice can drive real, measurable growth for your business.
