Watch this recorded webinar to see how the Wealthbox + Bento Engine integration enables advisors to proactively advise all of their clients so that families thrive, and advisor practices grow. This webinar covers:
- How Bento Engine’s brand new “Children & Wealth” program can be used to help advisors engage with their clients and aid in raising financial awareness with their children.
- How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
- How the integration between Bento Engine and Wealthbox allows users to deepen client relationships and convert more prospects with the help of proactive and impactful advice.
- The benefits of the Bento Engine and Wealthbox integration, and how to get started with ease.
