How to Educate "Next-Gen" Clients about Investing

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About This Episode

Educating children on basic financial concepts from an early age can set a practice apart while empowering your clients’ children. The benefits of doing so are many, including earning goodwill and trust from parents and providing an opportunity to connect with the “next-gen” investor in early and constructive ways.

About Our Guest

Philipp Hecker is an experienced global business strategist and financial services professional who is passionate about wealth management advice that goes beyond investing. He is a founder and CEO of Bento Engine, a fintech empowering financial advisors to deliver proactive, comprehensive advice at scale to better serve clients, deepen relationships and convert more prospects.

Show Notes

Here are some additional resources to learn more about Phillipp and Bento Engine:

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