How to Educate "Next-Gen" Clients about Investing

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:

• 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

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