Tag Archives: #CashManagement

Episode 122 – The Cash Environment and How Advisors Can Bring Value to It – With Morgan Ludovico and Todd Blackburn

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

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



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Episode 107 – Cash Management is More Important than Ever – With Eric Lansky

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Eric Lansky is the President of StoneCastle Cash Management, a company that connects institutional and retail investors to banks via innovative cash, deposit, and capital investment solutions.

Doug and Eric talked about the current environment and why cash is becoming more relevant than ever for advisors.

They also discussed:

  • The implementation of cash management into advisors’ practices
  • The increase in liquidity events and where cash is going
  • Why it may be beneficial to have direct control over clients’ cash
  • Why there are such large differences in rates among bank checking, savings, and CD accounts
  • How StoneCastle helps advisors manage their clients
  • The clients now becoming referrals for advisors

 

Resources: StoneCastle Cash Management

 

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