Mar 18, 2024
Not all birthdays are created equal in the eyes of the IRS. In
this week's episode Steven is joined by Philipp Hecker, CEO of
Bento Engine, to talk about how Advisors can implement a system for
creating client engagement around important life milestones.
Philipp shares from his years of experience building client
engagement and navigating the technical landscape of the planning
opportunities available at these critical times. Steven and
Philipp also discuss the sheer volume of software tools now
available to financial advisors and how to figure out which ones
might be a fit and which ones just have great marketing.
https://zurl.co/PFYl