Today we talk with Morgan Ludovico, Director of Intermediary Sales at StoneCastle, where we discuss how advisors are engaging the cash conversation and utilizing KEEP by StoneCastle as a powerful driver of organic growth. KEEP is an enhanced savings solution offering up to $100 million in federal insurance per tax ID, competitive rates, full liquidity, and no fees—designed to simplify the advisor-client conversation and capture held-away assets.
Morgan outlines four key opportunities for advisors—held-away, affiliated, institutional, and impact cash—and explains why cash is often the fastest, easiest path to growth. With trillions sitting in uninsured or low-yield accounts, KEEP helps advisors protect client assets, build trust, and expand relationships. Backed by StoneCastle’s singular focus and institutional pedigree, KEEP gives advisors a scalable solution in a volatile market.
Resources: KEEP by StoneCastle
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