Financial planning often focuses on long-term investments and retirement assets, while client cash holdings may receive less structured analysis. However, cash can play a meaningful role in liquidity management, goal funding, risk mitigation, and overall plan efficiency.
Join Max and Envestnet MoneyGuide as we examine how advisors can systematically identify held-away cash and evaluate its role within a comprehensive financial plan.
Key Takeaways
- Identify and quantity held-away cash across your client base
- Practical ways to incorporate cash into planning conversations and workflows
- Why optimizing cash can improve client outcomes without increasing risk
- How unlocking held-away cash can drive organic growth and wallet share
- A repeatable framework for turning idle cash into measurable client value
- How integrating insights from MoneyGuide can drive asset consolidation
This webinar is approved for one (1) CFP® continuing education credit. If you would like to receive CE credit for attending this entire live webinar, please provide your CFP® ID during registration.