Are you tired of struggling with limited prospect data and grappling with frustratingly low conversion rates? Join us for an eye-opening webinar where we unveil a game-changing solution designed specifically for these challenges.
Data Empowerment with PreciseFP: Discover how PreciseFP revolutionizes prospect engagement by empowering advisors to collect crucial pieces of information seamlessly. Learn how this data syncs effortlessly within your CRM, providing a foundation for effective client interactions.
Bento Engine: Your Knowledge Catalyst: Uncover the potential of Bento Engine, a groundbreaking tool that transforms raw data into actionable insights. Explore how Bento Engine utilizes prospect information, such as DOB’s and State of residence, to empower you with knowledge, proactivity, and customer-focused strategies.
Don’t miss this opportunity to revolutionize your prospecting game and propel your conversion rates to new heights.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Philipp Hecker
CEO, Bento Engine
