32 min
Empowering Advisors to Deliver Advice Beyond Investing with Philipp Hecker CRM Unlocked
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- Investing
In the new era of financial services, the industry is now recognizing the need for a more comprehensive approach beyond just investing. Moreover, clients increasingly seek advisors who can provide holistic financial planning and advice.
In this episode, Sanjeev and Ali talk with Philipp Hecker, Co-Founder and CEO at Bento Engine. Philipp focuses on tech-driven advisor enablement and implementing client-centric growth strategies in the wealth and asset management industries. As someone who believes that wealth, when properly managed, can be a force for good for individuals, their families, and the communities they live in, Philipp is passionate about financial planning, behavioral finance, and educating children about the importance of money and wealth.
Passionate about advice beyond investing, Philipp talks with Sanjeev and Ali about how Bento Engine engages and serves clients in moments that matter, how the company elevates the power of CRM to help advisors have better conversations with their clients, and the trends Philipp sees in wealth management.
Key Takeaways
[01:00] - An overview of Philipp's personal and professional background.
[03:39] - The motivations behind the creation of Bento Engine.
[06:21] - How Bento engages and serves clients in moments that matter.
[12:12] - How Bento generates more client engagement.
[16:34] - What technology can do for advisors.
[20:02] - The trends Philipp sees in wealth management.
[23:42] - What Bento Engine has in store for the future.
[30:41] - How CRM revolutionizes the way advisors serve their clients.
Quotes
[09:29] - "Everybody wins when advisors do the right thing and serve clients comprehensively. Client experience and outcomes are demonstrably better, and the advisor wins by increasing loyalty, net promoter score, and referral rate." ~ Philipp Hecker
[16:36] - "We use high-tech to make advisors more high-touch. We unleash the awesome power of technology and the data they have already captured in their CRM systems to give advisors great reasons to reach out in a very constructive way, very human, non-product pushy type of advice-led conversations." ~ Philipp Hecker
[20:21] - "The need for human wealth management advice will only go in one direction, and that is up. More and more Americans appreciate the need and opportunity for human guidance to tackle some of their complex problems." ~ Philipp Hecker
Links
Philipp Hecker on LinkedIn
Philipp Hecker on Twitter
Bento Engine
Salesforce
Wealthbox
Connect with our hosts
Ali McCarthy
Sanjeev Kumar
Skience
Subscribe and stay in touch
Apple Podcasts
Spotify
Google Podcasts
In the new era of financial services, the industry is now recognizing the need for a more comprehensive approach beyond just investing. Moreover, clients increasingly seek advisors who can provide holistic financial planning and advice.
In this episode, Sanjeev and Ali talk with Philipp Hecker, Co-Founder and CEO at Bento Engine. Philipp focuses on tech-driven advisor enablement and implementing client-centric growth strategies in the wealth and asset management industries. As someone who believes that wealth, when properly managed, can be a force for good for individuals, their families, and the communities they live in, Philipp is passionate about financial planning, behavioral finance, and educating children about the importance of money and wealth.
Passionate about advice beyond investing, Philipp talks with Sanjeev and Ali about how Bento Engine engages and serves clients in moments that matter, how the company elevates the power of CRM to help advisors have better conversations with their clients, and the trends Philipp sees in wealth management.
Key Takeaways
[01:00] - An overview of Philipp's personal and professional background.
[03:39] - The motivations behind the creation of Bento Engine.
[06:21] - How Bento engages and serves clients in moments that matter.
[12:12] - How Bento generates more client engagement.
[16:34] - What technology can do for advisors.
[20:02] - The trends Philipp sees in wealth management.
[23:42] - What Bento Engine has in store for the future.
[30:41] - How CRM revolutionizes the way advisors serve their clients.
Quotes
[09:29] - "Everybody wins when advisors do the right thing and serve clients comprehensively. Client experience and outcomes are demonstrably better, and the advisor wins by increasing loyalty, net promoter score, and referral rate." ~ Philipp Hecker
[16:36] - "We use high-tech to make advisors more high-touch. We unleash the awesome power of technology and the data they have already captured in their CRM systems to give advisors great reasons to reach out in a very constructive way, very human, non-product pushy type of advice-led conversations." ~ Philipp Hecker
[20:21] - "The need for human wealth management advice will only go in one direction, and that is up. More and more Americans appreciate the need and opportunity for human guidance to tackle some of their complex problems." ~ Philipp Hecker
Links
Philipp Hecker on LinkedIn
Philipp Hecker on Twitter
Bento Engine
Salesforce
Wealthbox
Connect with our hosts
Ali McCarthy
Sanjeev Kumar
Skience
Subscribe and stay in touch
Apple Podcasts
Spotify
Google Podcasts
32 min