Make every client event count. Join us Nov 5 at 2 PM EST for Bento Events in a Box, created with Event Advisors, and learn how to host impactful milestone-focused events with ease. Register: https://t.co/AQPvCegHnD

Advisors, ready to turn advice into impactful events? Join us Nov 5 at 2 PM EST for Bento Events in a Box, our new program with Event Advisors that helps you host powerful client and prospect events around life’s key milestones. Register: https://t.co/AQPvCeg9y5

From Insight to Action – Bento & DataDasher Webinar One week to go! Do you want to serve all of your clients and prospects during “Moments That Matter”? Join us on October 22nd at 2pm EST for an interactive demonstration for how DataDasher: ✅Identifies upcoming advice

Advisors help clients navigate life’s biggest milestones, from Catch-up Contributions at 50 to Social Security at 62. Bento helps you stay ahead with CRM alerts that make timely, personal advice easy. #FinancialAdvisors #WealthManagement #CRMIntegration

The best advice isn’t just what you say, it’s when you say it. Bento helps advisors deliver timely, personal guidance when clients need it most. #FinancialPlanning #WealthManagement #ClientRelationships

Big news: Bento Engine has partnered with Event Advisors to launch Bento Events in a Box. Everything advisors need to host impactful milestone-focused events and deepen client relationships. Read more about our partnership here: https://t.co/NCVJdcvhO9 Learn more:

From Insight to Action – DataDasher & Bento Partnership Bento’s award-winning client-centric advisory content around Life Events and age-based milestones is now embedded in DataDasher, a fast-growing AI Notetaker. Join us on October 22nd at 2pm ET for an interactive

Exciting news 🎉: Bento is now available to all advisors affiliated with Cambridge Investment Research (CIR). Access Bento directly through your CIR Intranet under Business Management Resources → Marketing Resources. Want to see Bento in action and learn how it helps advisors

From Insight to Action – Bento is now embedded in DataDasher. Bento is proud to announce a new partnership with fast-growing AI Notetaker DataDasher. DataDasher users will now get powerful alerts of upcoming advice opportunities and purpose-build content to execute with. All

Don’t miss it! On Oct 8 at 2 PM EST, Bento Engine + Frandsen Morrill Advisors host a webinar on delivering timely, personal advice at client milestones. Save your spot: https://t.co/an3ZGibza4 #WealthManagement #FinancialAdvisors #AdvisorGrowth

8 million Americans move states each year. That’s 8 million chances for advisors to deliver impactful guidance on structuring residency the right way. Don’t miss those moments. #FinancialAdvisors #WealthManagement

Mark your calendar: Oct 8 at 2 PM EST. Learn how advisors can systematically lead with advice that is timely, personal, and impactful. Register here: https://t.co/an3ZGic6ZC #FinancialAdvisors #ScalingMomentsThatMatter #AdvisorGrowth

Uncle Sam🇺🇸 gives us 15 golden opportunities to advise. Each age-based milestone creates risks and opportunities. Advisors who show up at the right time help clients thrive. Learn more about the 15 age-based milestones in our webinar: https://t.co/an3ZGibza4

6M homes bought or sold each year = 12M chances for advisors to guide life’s biggest financial decision. When advice leads, everyone benefits. Join our webinar to learn more: https://t.co/an3ZGibza4 #ScalingMomentsThatMatter #AdvisorGrowth

Turning 50 opens the door to catch-up contributions, but too often the moment gets missed. Bento helps advisors show up with timely CRM alerts plus ready-to-use content so every milestone becomes an opportunity to build trust and drive growth. Learn how Bento helps advisors with