Philipp Hecker
@PhilippHecker
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Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.
The World
Joined June 2021
#financialadvisors have spoken -- the annual @t3techhub Software Survey results are out, and Bento: ✅ More than doubled our market share -- we are the fastest growing solution in the "Client Communications Power Tools" category ☑️ Received an "extraordinary" average user
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"Whenever you find yourself on the side of the majority, it is time to reform (or pause and reflect)". Happy 189th birthday #MarkTwain.
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Lessons from #DUNE, Part 1: "Be simple. Be direct. Nothing fancy." -- Stilgar As Paul prepares to ride the worm for the first time, as he faces a life-defining moment, Stilgar encourages him to keep things simple. Life is complex, full of daunting challenges. And good
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Join this year's #AdviceTechLIVE to see 20 speed-demos from innovative #FinTech companies from the comfort of your own space! Remember it's FREE to register, and only registrants can access the playbacks of all sessions. Register today 👇 https://t.co/fmw2hbR1jT
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Join this year's #AdviceTechLIVE to see 20 speed-demos from innovative FinTech companies from the comfort of your own space! Remember it's FREE to register, and only registrants can access the playbacks of all sessions. Register today 👇 https://t.co/M6QE4jmShk
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Bento is heading to the beach! Two weeks to go, cannot wait to learn from and with many client-centric #advisors and the fabulous #wealthtech companies supporting them. The wealth management industry is evolving fast, great to connect with clients, prospects, partners and
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The #wealthmanagement industry is shifting. Value propositions are moving away from simply providing access to product towards leading with advice -- for everyone's benefit. Bento is proud to keep on receiving meaningful industry recognition for our integrated technology and
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2 weeks to go until the 2024 https://t.co/MozvMEnEs7 "Wealthies"! Bento is honored to be named a finalist in the Workflow Automation category for our Bento Direct solution. Bento Direct allows you to automate your advice on a client- or prospect-segment specific basis, and thus
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Workflows are the key to making your #wealthmanagement practice more efficient and effective. 💥 Join us and our friends at @Wealthbox and @trustandwill on July 16 for an insightful demonstration of how to unleash the power of your CRM in client-centric ways. Because when you
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The US #RIA industry remains vibrant, growing and diverse. According to the latest IAA Industry Snapshot: 🚀 There are 15,396 registered firms 👯 Serving 64.1mm clients 💲 Managing $128.4T in assets ✔ With 1mm+ employees Here is to the continued growth of the RIA industry,
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If you are a client-centric #financialprofessional looking to up your game this summer via insightful and actionable CE learning, then check out The American College's new Knowledge Hub+. This powerful just-in-time learning platform features the curated insights of today’s top
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A year ago, we celebrated the rise of #AdviceEngagement in this @advisorpedia article. Everybody wins when you lead with timely, personal and impactful #advice! https://t.co/31quHH3fLh
advisorpedia.com
Two categories that have proven particularly popular among advisors are Advice Engagement and Lead Generation. #advisors #leads
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New business from new clients is the life-blood of your practice. @WealthFeedAI helps you to identify and prioritize well-fitting prospects, and informs you of relevant life events they are experiencing. And @BentoEngine helps you to convert these prospects by leading with
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The Mode of Communication Matters. And your clients -- and prospects -- have different communication styles and learning preferences: ✅ Some of them are visual learners that benefit from looking at a well-structured PPT or PDF page 📣 Others are audio-learners that simply
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The wealth management industry is shifting. Value propositions are moving away from simply providing access to product towards leading with advice. And the CRM is becoming front-and-center in the tech stack of client-centric firms. Bento is proud to keep on receiving meaningful
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Today 11 months ago we outlined The Power of Thoughtful Financial Advice During Key Life Events in this short practice management article. For example, between just three key life events of ... 🏠 Buying/selling a home 🎂 Reaching Adulthood 💲 Becoming eligible for Social
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Financial Literacy is a powerful tool for caring #financialadvisors to connect with and serve the entire client family. For context: 📛 82% of parents are looking for help with respect to this topic 📛 70%+ of wealth recipients change advisors when G1 passes 📛 74% of teenagers
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Streamline next-gen planning with the @BentoEngine workflow. Join our webinar Wednesday and let the experts show you how workflow templates make planning a breeze! Register now 👉 https://t.co/qUrmN6X8KI
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