Helping Clients Navigate a High Interest Rate Environment

Tuesday, Apr 30, 2024 at 2:00 PM ET

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In our high-interest rate environment, it’s crucial to adapt and optimize financial strategies accordingly. 

Join Wealthbox and Max to learn how to optimize cash management, navigate high -interest rate environments, and leverage CRM tools for financial strategies. Practical strategies and industry insights will be explored to help advisors make informed decisions. 

This webinar will cover:

  1. How advisors can optimize cash management efficiency and why it’s important.
  2. How to implement essential strategies to navigate a high-interest rate environment, optimize investment portfolios, and maximize client outcomes.
  3. How advisors use CRM best practices to streamline communication and implement cash management strategies, enhancing advisor-client interactions and operational efficiency.
  4. How cash management tools capitalize on opportunities presented by changing interest rate dynamics.

Speakers

Michael Halloran

Head of Business Development

Max

Chris Kopanski

Sr. Product Specialist

Wealthbox


“With this integration, it's easy for advisors to help clients earn on their cash, while keeping safe in the client's own FDIC-insured accounts.”

Michael Halloran

Head of Business Development and Partnerships, Max