Today’s clients expect advice that goes beyond investments. A complete view of their balance sheet, including cash, is becoming essential to delivering a better client experience.
Join Max and Wealthbox to learn how to bring balance sheet conversations into your CRM, stay proactive, and deliver more value at every touchpoint. We’ll show how integrating cash management into your process helps create a more complete, client-first experience while strengthening your role as a trusted advisor.
The Webinar Will Cover:
- Why holistic balance sheet management is becoming a client expectation
- How high-yield cash strategies fit into broader financial planning
- Ways to incorporate balance sheet conversations into your workflows
- How to use your CRM to stay proactive and deliver a better client experience
Speakers:
- Michael Halloran, Head of Partnerships and Business Development, Max
- Chris Kopanski, Head of Customer Education, Wealthbox