Solutions

Bento currently offers 5 powerful programs that allow you to serve all of your clients and prospects comprehensively during Moments That Matter.

Overview

5 programs for you to systematically lead with advice — for everyone’s benefit.

life in #s

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.

life events

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.

Children and wealth

Children Wealth

Care about the Next Generation of your client family and want to help parents instill Financial Literacy? Bento can help.

Bento Direct

Bento Direct

Have a large prospect book or cover thousands of Retirement Plan Participants and want to cover them automatically with impactful guidance at scale? Our Bento Direct program can do that for you.

your journey

Your Journey

Have a website? Want to book more prospect meetings? Bento can help, by leading with relevant advice.

1. 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

2. Life Events

Context

There are dozens of Life Events that not always, but often happen in the lives of your clients and prospects

Dozens of high-impact opportunities to Lead with Advice

Dozens of live events

3. Children & Wealth

Context

Many parents know that Financial Literacy matters, they want to introduce their offspring to the important concepts of money and wealth, but don’t always know when and how.

A big client need / major advice opportunity

4. Life in #s - Direct to Client Version

Context

In case you have large prospect books or cover large pools of Retirement Plan Participants, you may want to send them age-based advice in an automated way.

Highly efficient, scalable advice for large pools of recipients.

5. Your Journey

Context

You have a website. You have traffic on that website. You have a Contact Me form … and yet, if you are like most other advisors, you only convert a very small percentage of website visitors into booked meetings.

Sample Content

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

A descriptive paragraph that tells clients how good you are and proves that you are the best choice that they’ve made.
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