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.

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

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

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.

Sample Materials

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

Previous

Next

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

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

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

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)

Previous

Next

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

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.

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

Solution

Every two years, as the children turn 4, 6, 8, … years of age, you will receive a Bento Alert in your CRM. The Alert includes links to compliance pre-approved, age-appropriate information, guidance and exercises that you can share with your client or prospect family. This program was developed in partnership with leading educators such as Susan Doty (Director of the Center for Economic Education and Financial Literacy at the University of Texas at Tyler).

When you help your families with educating the Next Generation, everyone wins.

Sample Materials

End Benefits

Client

More engaged, educated and empowered children.

Advisor

Tremendous goodwill and trust from parents, plus an opportunity to connect with the Next Gen in early and constructive ways.

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.

Solution

Bento can connect with your email or Marketing systems (Hubspot, Constant Contact, MailChimp etc.) and automatically send timely and impactful emails on your behalf. You then get to serve qualified inbound leads.

Fully automated, zero effort on your part; find your “diamonds in the rough”

End Benefits

Everyone wins when you Lead with Advice

Prospecting Use Case

Drive prospect conversion by leading with personalized, differentiated advice.

Retirement Plan Participants Use Case

Driving engagement and unearthing real wealth management needs/opportunities. Offering this value-added service will also appeal to plan sponsors, thus you win more business.

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.

Solution

Bento can help. Let’s install our “Your Journey” Lead Gen tool on your website, in your look and feel. The tool will invite visitors to enter their year of birth to learn about key “Moments That Matter” on their wealth management journeys.

Then the tool will sensitize them to the advantages of working with a human advisor, and encourage them to book a meeting with you.

Check out the tool below, and contact us to learn more!

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)

Previous

Next

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

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

Sample Materials

Moving to a New State (to note, every year ~3mm Americans move across state lines)

Previous

Next

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

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

Compliance pre-approved, multi-format materials for you to leverage.

Previous

Next

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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Consequ Untur Magni Dolores Eos Voluptatem Sequin?

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit.