Philipp Hecker is the Co-Founder & CEO of Bento Engine, empowering financial advisors to bring better advice to more families. Bento connects with your CRM through proven API’s to mine for advice, opportunities, and deliver relevant content back through the CRM.
Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Philipp discuss Bento Engine and its efforts to focus on and support each client equally and productively.
They also discussed:
- Philipp’s vast background in the corporate world and his gravitation toward the life of an entrepeneur
- The story behind Bento Engine from the name to its origin story
- How private banks and advisors are not delivering on their promises to clients
- Bento Engine’s theme of the power of moments
- Do all advisors advise and support their clients equally
- How advisors can combat that gap in advice
- What differentiates Bento Engine
- How you communicate matters
Resources: Bento Engine
Related: Finding the Balance Between the Advisor and the Client with Emily Keagle