Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
Join Philipp Hecker, CEO of Bento Engine, and Reese Harper, CFP, CEO of Elements, to learn proactive client engagement strategies that will save you time and give clients the experience they actually want.
- Proactive client engagement strategies
- Better alternatives to annual meetings
- The best client data to trigger engagement
- How to level up your client engagement using Elements and Bento together
Who Should Attend?
Financial advisors and planning firm leaders
…to save your seat for this month’s webinar.
WHEN / WHERE:
Tuesday, February 20th
1:00 PM – 2:00 PM MST
Complete this form to watch the recorded version of this webinar.
Reese Harper, CFP®
Reese Harper, CFP® is the creator of Elements™ financial vitals and Founder/CEO at Elements®.
A 20-year veteran of the financial planning industry, he’s dedicated to giving advisors the processes and tools they need to deliver a consistent, ongoing, and meaningful planning experience to their clients at scale.
Philipp Hecker is CEO of Bento Engine, a FinTech at the intersection of technology and wealth management advice.
Previously, he focused on defining and implementing client-centric growth strategies in the wealth and asset management industries.