Workflow Webinar: Bento Engine’s Working Age Workflow

Join Wealthbox as we partner with Bento Engine to showcase their Working Age workflow. Enabling advisors to efficiently engage and serve the next generation of clients’ families, this workflow provides comprehensive tools to streamline client interactions and enhance service delivery. This previously recorded webinar covers:

1. Workflow functionality and Workflow Libraries in Wealthbox.
2. How advisors can easily duplicate and edit existing workflow templates or create new workflows from scratch.
3. How advisors are using Bento Engine’s Working Age workflow to efficiently engage and serve the next generation of clients’ families, starting when children need their first working papers at age 14.
4. Getting started with the Bento Engine Working Age workflow in Wealthbox.