Philipp Hecker

Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.

[Bento Engine Inc. @BentoEngine]

#financialadvisors have spoken -- the annual @t3techhub Software Survey results are out, and Bento:

✅ More than doubled our market share -- we are the fastest growing solution in the "Client Communications Power Tools" category

☑️ Received an "extraordinary" average user rating of 8.03 -- users appreciate Bento's ease of use and the positive impact it creates on both client and prospect relationships

Thank you to all those #advisors who participated in the survey, we appreciate the feedback, and take it as motivation to keep on innovating.

Because when you lead with advice, everybody wins!

[Philipp Hecker @PhilippHecker]

"Whenever you find yourself on the side of the majority, it is time to reform (or pause and reflect)".

Happy 189th birthday #MarkTwain.

[Bento Engine Inc. @BentoEngine]

Lessons from #DUNE, Part 1:

"Be simple. Be direct. Nothing fancy." -- Stilgar

As Paul prepares to ride the worm for the first time, as he faces a life-defining moment, Stilgar encourages him to keep things simple.

Life is complex, full of daunting challenges. And good #financialadvisors act like Stilgar. They focus on "Moments That Matter" for and with their clients. They provide individual, proactive and practical advice. They work hard to make things simple for their clients.

#leadingwithadvice #cfp

[Asset-Map @AssetMapLLC]

Join this year's #AdviceTechLIVE to see 20 speed-demos from innovative #FinTech companies from the comfort of your own space!

Remember it's FREE to register, and only registrants can access the playbacks of all sessions.

Register today 👇
https://t.co/fmw2hbR1jT

[Asset-Map @AssetMapLLC]

Join this year's #AdviceTechLIVE to see 20 speed-demos from innovative FinTech companies from the comfort of your own space!

Remember it's FREE to register, and only registrants can access the playbacks of all sessions.

Register today 👇
https://t.co/M6QE4jmShk

[Bento Engine Inc. @BentoEngine]

Bento is heading to the beach! Two weeks to go, cannot wait to learn from and with many client-centric #advisors and the fabulous #wealthtech companies supporting them.

The wealth management industry is evolving fast, great to connect with clients, prospects, partners and friends to take stock, to form new partnerships, and to chart the way forward.

See you all soon!

[Bento Engine Inc. @BentoEngine]

The #wealthmanagement industry is shifting. Value propositions are moving away from simply providing access to product towards leading with advice -- for everyone's benefit.

Bento is proud to keep on receiving meaningful industry recognition for our integrated technology and content solution, including:
✅ Winner of a https://t.co/j1UL7mgzKf "Wealthie"
✔ Named "Digital Startup of the Year" by Aite, now part of @DatosInsights
✅ @ThinkAdvisor "Luminaries" Finalist
✔ Winner of a "WealthTechAmericas" award
✅ @RIAIntel Awards Finalist
✔ Money Management Institute / @barronsonline Finalist
✅ @XYPlanning Finalist
✔ Named to Gobal WealthTech 100

Here is to ongoing innovation in our great industry, and to the many early adopters and partner firms who are willing to try new things and experiment with #wealthtech startups. 🙏 🙏 🙏

📷

[Bento Engine Inc. @BentoEngine]

2 weeks to go until the 2024 https://t.co/j1UL7mgzKf "Wealthies"!

Bento is honored to be named a finalist in the Workflow Automation category for our Bento Direct solution. Bento Direct allows you to automate your advice on a client- or prospect-segment specific basis, and thus serve more contacts in efficient and effective ways.

See you in NYC, and you can learn more about Bento Direct here: https://t.co/urrWRtkbj2

#fiancialadvice #wealthmanagement #wealthtech

[Bento Engine Inc. @BentoEngine]

15 "Moments That Matter" in less than 30 seconds.

Baaaam!

#Rias #fintech #WealthManagement

[Philipp Hecker @PhilippHecker]

Workflows are the key to making your #wealthmanagement practice more efficient and effective. 💥

Join us and our friends at @Wealthbox and @trustandwill on July 16 for an insightful demonstration of how to unleash the power of your CRM in client-centric ways. Because when you lead with advice, everyone wins!

https://t.co/xAcghjfth6

#FinancialPlanning #WealthBuilding

[Philipp Hecker @PhilippHecker]

The US #RIA industry remains vibrant, growing and diverse.

According to the latest IAA Industry Snapshot:

🚀 There are 15,396 registered firms

👯 Serving 64.1mm clients

💲 Managing $128.4T in assets

✔ With 1mm+ employees

Here is to the continued growth of the RIA industry, and choice of different business models and value propositions for clients.

#financialplanning #wealthmanagement

https://t.co/WYrvBvcF3G

[Bento Engine Inc. @BentoEngine]

If you are a client-centric #financialprofessional looking to up your game this summer via insightful and actionable CE learning, then check out The American College's new Knowledge Hub+.

This powerful just-in-time learning platform features the curated insights of today’s top thought leaders – available anytime and anywhere you are. Enjoy all-in-one access to the profession’s best and brightest, with over 60 hours of CE-eligible content from more than 35 trusted academics and field leaders.

And Bento is delighted to offer a 1 hour session on the importance and power of leading with personal, timely and impactful advice. You can learn more here 👉👉👉https://t.co/z9tBOQs15o

#financialplanning #financialadvice

[Philipp Hecker @PhilippHecker]

A year ago, we celebrated the rise of #AdviceEngagement in this @advisorpedia article. Everybody wins when you lead with timely, personal and impactful #advice!

https://t.co/31quHH3fLh

[Bento Engine Inc. @BentoEngine]

New business from new clients is the life-blood of your practice.

@WealthFeedAI helps you to identify and prioritize well-fitting prospects, and informs you of relevant life events they are experiencing.

And @BentoEngine helps you to convert these prospects by leading with timely, personal and impactful advice during "Moments That Matter".

Come and learn more during our joint webinar on June 26th at 1pm -- you will walk away with practical insights around:

✅ The power of AI in identifying and prioritizing high-value prospects for you
🎓 How to differentiate yourself and convert more prospects by leading with proactive advice
🚀 How to drive your organic growth rate by embracing powerful technology that makes you more human more often

Register here: https://t.co/s4dNspSfWF

#wealthmanagement #financialadvice #wealthtech

[Bento Engine Inc. @BentoEngine]

The Mode of Communication Matters.

And your clients -- and prospects -- have different communication styles and learning preferences:

✅ Some of them are visual learners that benefit from looking at a well-structured PPT or PDF page

📣 Others are audio-learners that simply want to have a conversation

📧 Others yet are constantly on the go, and enjoy a crisp email to get things going

Thus, picking the right mode of communication on a client-specfic basis is key to success. We literally need to "speak the language" of our clients.

Bento always provides multi-format materials, so that you can do just that.

#financialplanning #leadingwithadvice #wealthtech

https://t.co/7v7PKyvPtJ

[Bento Engine Inc. @BentoEngine]

The wealth management industry is shifting. Value propositions are moving away from simply providing access to product towards leading with advice. And the CRM is becoming front-and-center in the tech stack of client-centric firms.

Bento is proud to keep on receiving meaningful industry recognition for our integrated technology and content solution, including:

✅ Winner of a https://t.co/j1UL7mgzKf "Wealthie"

✔ Named "Digital Startup of the Year" by Aite, now part of @DatosInsights

✅ @ThinkAdvisor "Luminaries" Finalist

✔ Winner of a "WealthTechAmericas" award

✅ @RIAIntel Awards Finalist

✔ Money Management Institute / @barronsonline Finalist

✅ @XYPlanning Finalist

✔ Named to Gobal WealthTech 100

Here is to ongoing #wealthtech innovation in the #wealthmanagement industry, and to the many early adopters and partner firms to are willing to try new things and experiment with #fintech startups, for everyone's benefit.
🙏 🙏 🙏

[Philipp Hecker @PhilippHecker]

@anthonystich @Delta Beats 44B …

[Bento Engine Inc. @BentoEngine]

Today 11 months ago we outlined The Power of Thoughtful Financial Advice During Key Life Events in this short practice management article.

For example, between just three key life events of ...
🏠 Buying/selling a home
🎂 Reaching Adulthood
💲 Becoming eligible for Social Security

... there are 20 million opportunities to lead with timely, personal and impacful #advice. A good quick read that will help caring #financialadvisors to become even more client-centric, at scale.

https://t.co/fqNPymqM9M

[Bento Engine Inc. @BentoEngine]

Financial Literacy is a powerful tool for caring #financialadvisors to connect with and serve the entire client family.

For context:
📛 82% of parents are looking for help with respect to this topic
📛 70%+ of wealth recipients change advisors when G1 passes
📛 74% of teenagers do not feel confident in their money skills

Against this backdrop, Bento supports advisors to:
✅ Provide age-appropriate guidance and activities with their client families
✅ Connect with and support G2 or G3 from very early on, starting at the tender age of 4
✅ Raise Finacial Literacy for everyone's benefit, and create loyal client families for life

Learn more in this article, or visit the Solutions section on our website.

#wealth #wealthplanning

https://t.co/VmmrXPS3Gf