Philipp Hecker

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.

Philipp Hecker, CEO of Bento Engine, provides age-appropriate guidance for children to learn about money. They discuss the importance of assisting clients through life events, predictable and unexpected ones. A study reveals that while most American workers want to wait to file for Social Security benefits, only a small percentage do. Learn about scaling moments that matter and the growing category of Advice Engagement in the Fintech ecosystem in this episode.