Context
You have a website. You have traffic on that website. You have a Contact Me form … and yet, if you are like most other advisors, you only convert a very small percentage of website visitors into booked meetings.

Solution
Bento can help. Let’s install our “Your Journey” Lead Gen tool on your website, in your look and feel. The tool will invite visitors to enter their year of birth to learn about key “Moments That Matter” on their wealth management journeys.

Then the tool will sensitize them to the advantages of working with a human advisor, and encourage them to book a meeting with you.

Check out the tool below, and contact us to learn more!