The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful.

In other words, they want proactive advice during moments that matter.

In this episode, Philipp Hecker, the CEO of Bento Engine, joins Jack Martin to talk about how advisors can personalize client interactions based on age-driven milestones and crucial life events.

Philipp discusses:

Resources:

Connect with Philipp Hecker:

Connect with Jack Martin:

About Our Guest:

Philipp Hecker is a co-founder and the CEO of Bento Engine. He is a Procter & Gamble-trained Brand Manager, recovering BCG Consultant, and Wall Street veteran. Philipp has also held several senior leadership positions at Deutsche Bank and J.P. Morgan, always focused on wealth management. 

Philipp is passionate about bringing better advice beyond investing to more American families and using technology to make human advisors more human more often.