Morgan Ludovico, a Vice President at StoneCastle Cash Management as well as Todd Blackburn, President of the Burns-Blackburn Group both join Doug Heikkinen for today’s podcast.
In this episode, Doug, Morgan, and Todd discuss the cash phenomenon, and how it has served advisors so well in increasing AUM, while enhancing client value.
They also discussed:
- Why cash has become so important for advisors
- The impact of new cash conversations with clients and how to approach those conversations
- How FICA for advisors solution can be considered a market of one
Investment Advisory Services offered through Integrated Advisors Network LLC (IAN) a Registered Investment Advisor, 75 Malaga Cove Plaza, Unit 5, Palos Verdes Estates, CA 90274 (855) 729-4222. Investment Advisory Services are offered through IAN, LLC dba The Burns-Blackburn Group.
Securities offered through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC. Investment advisory services through Integrated Advisors Network, LLC (IAN). IAN dba The Burns-Blackburn Group and MAS are not affiliated entities.
Resources: StoneCastle Cash Management
Related: Empowering & Inspiring Confident Outcomes with Scott Egner & Steve Sullivan