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Life Events
Want to be there for your clients during major Life Events such as getting married, divorced or having a child?
We’ve got you covered!
Life Events
Context
There are dozens of Life Events that not always, but often happen in the lives of your clients and prospects
- Ranging from Birth to Loss of a Loved One
Dozens of high-impact opportunities to Lead with Advice
Solution
As soon as you get wind of a Life Event happening for one of your clients or prospects, you go into your CRM and flag the respective contact.
Bento then sends an advice package with relevant multi-format materials for you to leverage in the form of a Task/Activity.
As always, the advice comes in multiple formats, so that you can pick the best communication mode on a client- or prospect-specific basis. We also include a set of Internal Use Only Advisor FAQs, so that you can brush on the topic as needed.
So you can engage all of your clients and prospects on the right topics, at the right time, in the right way.
Sample Materials
Moving to a New State (to note, every year ~3mm Americans move across state lines)
PPT/PDF
For visual learners
- Bullet points and graphs for easy understanding
- Always addressing the “What”, the “Why” and the “How”
- Compliance pre-approved, ready-to-go
- Key sources and disclaimers on final page
- Can be white labeled / branded in your look & feel
Talking Points
For audio learners
- Framing the conversation, and providing you with the key facts / messages to communicate
- Compliance pre-approved, ready-to-use
Emails
For the on-the-go folks
- Crisply summarizing the key points
- You can customize the intro and outro marked in red
- Compliance pre-approved, ready-to-go
Advisor FAQs
IUO
- Internal Use Only, a “back-pocket” resource for advisors
- Helps you to quickly get up to speed on the topic at hand
- Simple FAQ style
- Subject Matter Experts indicate the underlying tax code / key laws & regs in here, so you can back-trace what the advice is based on
End Benefits
Everyone wins when you Lead with Advice
Client
A better client experience and better client outcomes.
Advisor
More satisfied clients with higher loyalty, higher referral rate and higher share of wallet. Improved prospect conversion due to differentiated advice.
Context
There are dozens of Life Events that not always, but often happen in the lives of your clients and prospects
- Ranging from Birth to Loss of a Loved One
Dozens of high-impact opportunities to Lead with Advice
Sample Materials
Moving to a New State (to note, every year ~3mm Americans move across state lines)
PPT/PDF
For visual learners
Talking Points
For audio learners
Emails
For on-the-go folks
IUO Advisor FAQs
Backpocket details/training for the advisor
