How to use PreciseFP and Bento Engine to delight clients and drive business. We’ll follow two families who’ve returned pre-filled fact finders with life changes and show you how to:
- Respond quickly and effectively to updates.
- Use milestone-based reminders to stay proactive.
- Scale your service while keeping it personal.
Register and get ready to wow your clients!
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Philip Hecker
CEO, Bento Engine
