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
Resources: StoneCastle Cash Management
Related: Empowering & Inspiring Confident Outcomes with Scott Egner & Steve Sullivan