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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. - Here are some additional resources to learn more about Phillipp and Bento Engine: Bento Engine Website Children & Wealth Release: Bento Engine Launches Children & Wealth Program to Educate the Next Generation Bento Engine on LinkedIn Philipp Hecker on LinkedIn How to Navigate the Kitces AdvisorTech Map When Evaluating Your Tech Stack - Articles - Advisor Perspectives Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.
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.
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Here are some additional resources to learn more about Phillipp and Bento Engine:
Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.