Philipp Hecker

Philipp Hecker, CEO of Bento Engine, and Seth Fineberg, founder of Accountants Forward, dive into the evolving world of financial advisory. They discuss how accountants can adapt to meet changing expectations by embracing holistic wealth management. The duo emphasizes the importance of empathy and trust in client relationships, while innovative software is highlighted for its role in streamlining advisor processes. They also address the urgent need for new advisors amid a wealth transfer and the importance of fostering financial literacy in younger generations.

Philip Hecker, CEO of Bento Engine, and Seth Fineberg, founder of Accountants Forward, delve into the financial advisory landscape. They highlight the looming shortage of financial advisors, a golden opportunity for CPAs to step in. The conversation shifts to the evolution of CPA practices towards holistic advising, emphasizing empathy and building trust with clients. The duo discusses leveraging technology for proactive client engagement, enhancing relationships, and the urgent need for financial literacy among youth amid a vast wealth transfer.

In this engaging discussion, Seth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, delve into the evolution of financial advice. They highlight the shift from transactional to comprehensive wealth management, emphasizing the importance of empathy in client relationships. Learn about common mistakes in filing for Social Security and how proactive engagement can optimize financial outcomes. The conversation also touches on the necessity of financial literacy for the next generation and the transformative role of technology in adviser-client dynamics.