28. Philipp Hecker on Mastering Actionable Advice for Client Engagement

On the Circuit
02/08/2023 16 min

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Episode Synopsis

In this episode, Philipp Hecker sheds light on Bento Engine's value proposition, emphasizing the significance of offering proactive advice to clients during life events and age-based milestones. He explains how Bento Engine, an integrated technology and content solution, uses APIs to scan an advisor's entire book of business, identifying opportunities for actionable advice. When potential moments that matter are detected, the platform not only alerts the advisor but also equips them with...

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