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Engaging the Next Generation of Wealth with Bento Engine
Creating multi-generational clients is extremely important for the long-term success of your business.

Bento Engine gives you the tools needed to provide proactive, impactful advice to your clients but to their families as well.

You'll be seen as the center of financial advice to the parents, kids, and even grandkids so the effort you put in to managing that wealth doesn't walk out of the door.

We will talk about why early engagement of the next generation is important, what's at stake if you do not do this, and how to deepen the human-advisor/human-client relationship supported by technology.

Jan 19, 2023 04:00 PM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Mark Wellman.