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Bento Engine and Event Advisors Launch “Bento Events in a Box” Program

via Business Wire

Financial professionals using Bento Engine will gain access to everything they need to hold impactful client events focused on "Moments That Matter"

Bento Engine (“Bento”), an award-winning fintech empowering financial advisors to deliver proactive, comprehensive advice at scale announced today a new partnership with Event Advisors, a leading specialist on impactful client events that move the needle.

Through the launch of the new Bento Events in a Box program, Bento will offer its users access to a new suite of purpose-built materials they can use to deliver impactful client or prospect events focused on “Moments That Matter”. Topics include for example key age-based milestones such as developing a personalized Social Security Benefits strategy when turning 62, or best wealth management practices when moving to a new state. The Events in a Box program provides everything advisors need to organize and deliver impactful in-person or virtual events, ranging from invites to confirmation emails, from event materials to follow-up items.

“We are thrilled to partner with Event Advisors,” said Philipp Hecker, Chief Executive Officer of Bento Engine. “Client-centric advisors using Bento enjoy delivering on-time advice to their clients using the multi-format materials we have been providing them via our CRM integrations. Advisors asked, and we listened – many of them are eager to grow their business by holding prospect and client events focused on meaningful ‘Moments That Matter’”.

In wealth management, in-person client events have proven to be powerful growth drivers. Recent Kitces research shows client appreciation events and seminars generate the highest revenue per client (Kitces, 2024 Advisor Marketing Study). Nitrogen’s Firm Growth Survey further found that hyper-growth firms rank events as their top-converting marketing channel beyond referrals (Nitrogen, 2023 Firm Growth Survey). These insights underscore how well-executed events create experiences that strengthen loyalty and fuel firm growth.

"This strategic collaboration with Bento Engine enables our joint customers to easily prepare and deliver impactful events with high ROM --- Return on the MomentTM“, said Elyse Stoner, Co-Founder of Event Advisors. "By providing a blueprint and custom-built assets covering the entire event life-cycle, from planning to delivery to follow-up, advisors now have everything they need to deepen client relationships and convert new prospects via powerful in-person and virtual events.” added Angela York, also Co-Founder of Event Advisors.

To learn more about this partnership, visit: https://www.bentoengine.com/events-in-a-box/

Bento and Event Advisors will be hosting a webinar, showcasing the Bento Events in a Box program on November 5th, 2025. Please visit Webinar Signup for registration and additional details.

About Bento Engine

Award-winning Bento combines powerful advice technology, proprietary content and timing expertise to empower financial advisors to better serve their clients and grow their business. Bento’s mission is to bring advice beyond investing to more American families via their caring financial advisors, so that families thrive and advisor practices grow. Partnering with leading Client Relationship Management (CRM) tools, including Salesforce, Redtail, Wealthbox, Tamarac and Practifi, Bento facilitates client outreach in multiple communication modes and allows advisors to efficiently serve their entire book of business with personalized, impactful advice during “Moments That Matter” on their life journeys. To learn more about Bento Engine, visit bentoengine.com, and follow Bento on LinkedIn and X.

About Event Advisors

Event Advisors brings clarity, strategy, and precision to client event planning for financial professionals. Events aren’’t about flashy productions, but rather purpose-driven experiences that deepen relationships, reinforce trust, and spark meaningful engagement. Event Advisors supports advisors with thoughtful planning, innovative marketing, effective delivery and impactful follow-up that drive high ROM - Return on the Moment™. To learn more about Event Advisors, visit event-advisors.net, and follow them on LinkedIn.

Through the launch of the new Bento Events in a Box program, Bento offers its users access to a new suite of purpose-built materials to deliver impactful client or prospect events focused on “Moments That Matter."

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