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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 in #s
Context
There are 15 age milestones, 15 regulatory birthdates that trigger distinct wealth management risks or opportunities
- 10 relate to retirement
- 5 relate to the Next Gen of the client family
Although they are highly predictable and consequential advice opportunities, not all clients and prospects are getting proactive, impactful advice on these Moments That Matter
Context
There are 15 age milestones, 15 regulatory birthdates that trigger distinct wealth management risks or opportunities
- 10 relate to retirement
- 5 relate to the Next Gen of the client family
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
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
- 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
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.
