Are your clients making the most of their cash?
Join us for an inside look at the evolving interest rate environment and how financial professionals can help clients navigate it. Max CEO Gary Zimmerman—quoted by CNBC and The Wall Street Journal—will provide insights into past rate cycles, inflation trends, and why expectations for rate cuts in 2025 are shifting. Learn why some experts even predict rates could rise this year.
Michael Halloran will share his perspective on how clients can maximize returns on their cash while keeping funds FDIC-insured and liquid. Discover actionable strategies to help clients best position themselves for success in today’s higher-rate environment, including:
- Why paying down high-interest debt makes sense now
- How to maximize cash yields without sacrificing safety or liquidity
Key Takeaways for Advisors:
- Talking Points for Advisors: Learn new ways to talk about inflation, interest rates, and how clients can best position themselves in 2025.
- Maximizing Cash Returns: Learn ways clients can earn market-leading returns on their cash, while keeping funds fully FDIC-insured and same-day liquid.
- Practice Growth Opportunities: Financial professionals will discover some new ways to build their business by uncovering client assets.
Speakers:
- Gary Zimmerman, Chief Executive Officer
- Michael Halloran, Head of Business Development