Life in #s

Want to proactively advise your entire book of business on upcoming age milestones that trigger distinct wealth management risks or opportunities?

You can do that!

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Life in #s

Context

There are 15 age milestones, 15 regulatory birthdates that trigger distinct wealth management risks or opportunities

Although they are highly predictable and consequential advice opportunities, not all clients and prospects are getting proactive, impactful advice on these Moments That Matter

15 age milestones

Context

There are 15 age milestones, 15 regulatory birthdates that trigger distinct wealth management risks or opportunities

Although they are highly predictable and consequential advice opportunities, not all clients and prospects are getting proactive, impactful advice on these Moments That Matter™️

15 age milestones

Solution

Bento connects via APIs into your CRM, where our algorithms constantly scan your entire book of business to identify upcoming advice opportunities.

When we find one, we alert you via a Task/Activity in your CRM.

That Task/Activity not only indicates a ‘Next Best Action’ (or better ‘Next Best Conversation’ as Kitces puts it), but it also gives you links to compliance pre-approved, impactful materials for you to leverage. We also include a set of Internal Use Only Advisor FAQs, so that you can brush up on the topic as needed.

The advice comes in multiple formats so that you can pick the best communication mode on a client- or prospect-specific basis.

So you can engage all of your clients and prospects on the right topics, at the right time, in the right way

Sample Materials

Age 50 – Catch-up Contributions (to note, only 10-15% of eligible investors currently avail themselves of this tax-advantaged investing opportunity)

PPT/PDF

For visual learners

Talking Points

For audio learners

Emails

For the on-the-go folks

Advisor FAQs

IUO

End Benefits

Everyone wins when you Lead with Advice

For Clients

A better client experience and better client outcomes.

For advisors

More satisfied clients with higher loyalty, higher referral rate and higher share of wallet. Improved prosect conversion due to differentiated advice.

15 Age Points
Life in #s: Overview of 15 Age Based Milestones That Matter

Life in #s: Overview of 15 Age Based Milestones That Matter