Cash is often the most overlooked asset class in client portfolios, yet its importance is growing more relevant.
Join Galen Herbst de Cortina, Advisor and Owner of Buff Your Finances, alongside Michael Halloran, Head of Partnerships and Business Development at Max, as they discuss the role of cash in today’s financial landscape, inflation trends, and perspectives on where inflation may be headed. They’ll also dive into what clients are thinking about when facing major life events such as career transitions, and how advisors can proactively guide them. Michael and Galen will be joined by Ted Denbow from RightCapital to explore how advisors can leverage an integrated tech stack to deliver smarter, more efficient investment strategies while strengthening client relationships and growing their practices.
Key Takeaways for Advisors:
- Discover strategies to help clients optimize their cash while growing your practice.
- Gain insight into inflation trends and their impact on client portfolios.
- Learn new ways to help clients navigate career and life transitions.
Speakers:
- Galen Herbst de Cortina, Advisor and Owner, Buff Your Finances
- Michael Halloran, Head of Partnerships and Business Development, Max
- Ted Denbow, SVP and Head of Sales, RightCapital