Your client relationships shouldn't end with the primary account holder. As wealth transfers across generations, firms that build relationships with spouses, adult children, and future decision-makers are better positioned to strengthen loyalty and retain assets. Join Bento Engine and Wealthbox on Thursday, August 27 at 2:00 PM ET for our webinar on how to Build Relationships Beyond the Primary Client. We'll discuss how advisors can: ✅ Build stronger relationships across the entire household ✅ Deliver timely, life event-driven communication ✅ Keep family relationships organized within Wealthbox ✅ Create a more connected client experience that supports long-term retention and generational growth We hope you'll join us! Register here: wealthbox.com/webinars/build… #FinancialAdvisors #WealthManagement #FinancialPlanning

There are more than 30 “Moments That Matter” in a typical client’s 10-year journey. Births. RMDs. Medicare. QCDs. AI is capturing more meeting intelligence than ever. The real opportunity is turning those insights into proactive, milestone-driven outreach. Join our upcoming webinar with DataDasher to see how firms are moving from reactive follow-up to structured, scalable engagement. Spots are limited. Secure your seat. bentoengine.zoom.us/webinar/… #AdvisorWorkflow #FinancialPlanning #ArtificialIntelligence #WealthManagement

The firms driving organic growth aren’t just adding tools. They’re leading with advice. Join Bento Engine and Practifi on May 21 at 2 PM ET to see how client-centric wealth management firms are turning CRM data into proactive, compliant client engagement that drives real growth. If leading with advice is a priority this year, this webinar will show you how to make it systematic, compliant, and scalable inside your existing CRM. Save your spot: bentoengine.zoom.us/webinar/… #FinancialPlanning #FinancialAdvice #Wealthtech

Organic growth is already in your #CRM. The question is whether you’re activating it. Join Bento Engine and our friends at Practifi on May 21 at 2 PM ET for a live session on how leading advisory firms are transforming CRM data into proactive, compliant client conversations. You’ll learn how to: ✅ Deliver timely, relevant outreach without adding complexity ✅ Turn CRM data into real, advice-driven action ✅ Stay aligned with evolving regulations ✅ Build simple, scalable systems that support organic growth Featuring Philipp Hecker and Brooke Deese. Reserve your spot here: bentoengine.zoom.us/webinar/… #FinancialPlanning #FinancialAdvice #Wealthtech

Your CRM is full of client data, but is it actually driving engagement? Data alone doesn’t build relationships, proactive outreach does. On Tuesday, April 21 at 2 PM ET 📅, Philipp Hecker of Bento Engine and Chris Kopanski of @Wealthbox will break down how firms are turning their CRM into an active engagement engine. If you use Wealthbox and want your CRM to drive more consistent engagement, this is for you. Join us and see how leading firms are making it happen. Save your spot here: wealthbox.com/webinars/from-… #FinancialPlanning #FinancialAdvice #CRM #Wealthbox

Is your CRM helping you build stronger client relationships, or simply storing data? Most advisors have solid systems in place. The real question is whether those systems are actually driving engagement. On Tuesday, April 21 at 2 PM ET, Bento Engine and @Wealthbox will share how advisors can turn CRM data into consistent, value-added communications that strengthen relationships and keep you top of mind. In this webinar, we’ll discuss: 🔹 Why many CRMs fall short when it comes to engagement 🔹 How to connect client data to timely, proactive outreach 🔹 What it takes to create a CRM that actively supports client relationships 🔹 How to measure engagement and improve over time If you use Wealthbox and want to get even more from the system you already rely on, this webinar will give you a clear, practical path forward. Reserve your spot today: wealthbox.com/webinars/from-… #Wealthbox #CRM #ClientEngagement