Max Lane on Investment News:
Capturing more wallet share with cash
July 27, 2023
Estimated reading time: 1 minute
In a recent article on Investment News, Flourish CEO Max Lane discusses the opportunity for advisors to capture more wallet share from clients by asking about their cash holdings.
“With inflation eroding purchasing power, highlighting the need for alternative cash allocation strategies…is a simple and effective way to help clients reach their financial goals.”
Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform is used by more than 600 wealth management firms representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.