If you're at #T32024 in Vegas, swing by booth #613 to explore our enhanced Client Onboarding Process. Setting up client accounts has never been faster and easier. Your clients' Max accounts can be ready in under 2 minutes. Let us guide you through the process. @t3techhub
Excited to announce the integration of Max, our market-leading cash solution for financial advisors and their clients with eMoney, one of the best-known financial planning platforms used in the U.S. wealth management industry #weal…https://t.co/s2iqEXlJ1O https://t.co/qGa5yoxWAX
With a top rate of 5.10%, https://t.co/eWiwByajHG is delivering better yields than 'brokered deposit' solutions. It's time to think critically about where you're keeping your #cash.
https://t.co/NahmG9UXKy by @MoiseNoise@WSJ
#FinancialAdvisors are stepping up to help clients find safety and liquidity for their #cash -- including at https://t.co/KrPd2xbiaL, where clients can earn up to 5.02% on same-day liquid, FDIC-insured accounts
https://t.co/WXIAyB2OJj by @TobySalFP@BrowningLynnley@finplan
Consider this @wealth_mgmt article a MUST-READ for all #financialadvisors who care about keeping their clients' #cash safe, FDIC-insured, and liquid:
https://t.co/nJNIrhQsiD
https://t.co/KrPd2xbQ0j is proud to partner with @Wealthbox, making it easier than ever for #financialadvisors to help their clients keep #cash safe while earning more
So excited to partner with @hublyinc at precisely the point in time when #financialadvisors and their clients need a better, safer, more liquid, higher-yielding solution for #cash -- and just in time for #T32023!
https://t.co/2b76EZqZlh
First I have seen of over 5 percent on money market funds...'cash in the bank' ...people need to be taking advantage of this with larger balances - I am.
Happy Friday...
I have a free email 6 times a week.
I am making Friday's 'shout out' Fridays and pointing out cool, products and services I use and buy.
https://t.co/OuJdYGXrNn
Have a look at todays ...
Excited to announce the launch of the MAX integration with Wealthbox https://t.co/rgeAlvm3UE #financialadvisors#crm#fintech MaxMyInterest https://t.co/GqHHKThdca
Thousands of #financialadvisors rely on Max to help their clients earn more on held-away #cash.
With a top rate of 2.61%, Max's fiduciary-friendly solution helps clients earn more on cash held in their own FDIC-insured bank accounts.
Learn more at https://t.co/KrPd2xbiaL
Max CEO Gary Zimmerman sat down with @justinlmack@finplan to discuss how #financialadvisors can differentiate themselves and discover new assets simply by helping clients earn higher yield on the #cash that sits in their own FDIC-insured bank accounts.
https://t.co/SCiKtmN0Mo