ACE Academy 2023

Speaker & Session Information















Advice Engagement - The Future of Financial Planning

Philipp Hecker

Presented by
Philipp Hecker

Co-Founder and CEO, Bento Engine

Session date and time 
May 2, 2023
11:00 a.m. - 12:00 p.m.     

The age of presenting massive financial plans with voluminous reports is dead. Today, clients and prospects are expecting advisors to engage in live interactive planning sessions faster than ever – they want “just in time” advice and they want it delivered in an understandable manner. This panel will feature thought leaders who will share their insights on how AI will play a role in helping advisors deliver advice more efficiently, what services that are viewed as luxuries today will become the necessities of tomorrow, how focusing on client education can lead to increased levels of trust and improved client behaviors, and why engagement is the new standard for success in financial advisory practices.

ACE Academy 2023
April 30-May 3, 2023
San Diego, CA 


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Speaker Bio

Philipp Hecker
Co-Founder and CEO, Bento Engine

Philipp Hecker is passionate about advice beyond investing. He is focused on tech-driven advisor-enablement for the benefit of clients, their families and the communities they live in. He was previously Head of Wealth Planning & Advice, and Global Head of Strategy at J.P. Morgan Wealth Management.

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