Are your business-owner clients victims of rate-deprived business accounts? Learn how Flourish Cash can support small businesses and non-profit organizations. Well said Max Lane! #RIA #cashmanagement
Over the last few weeks, we've shared how Flourish Cash business accounts give advisors the opportunity to help clients maximize the potential of their business cash. For advisors, supporting clients that own a business or manage a nonprofit can help: ✔ Deepen relationships with existing clients ✔ Increase value of advisor service for personal wealth clients ✔ Drive prospecting by gaining audiences with business executives and nonprofit board members Learn more in our article that explores the benefits of business accounts for both advisors and clients: https://lnkd.in/eiMyaGu4 #cash #business #financialplanning #wealthmanagement A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.