💡Question: Is your cash truly working for you or just lying idle?
🎙️Podcast Alert! On Great Decisions, Incredible Lives: Retire with Intention 👥 Host: John Creekmur sits with guest Morgan Ludovico from Stone Castle.
Morgan Ludovico, Senior Vice President of Intermediary Sales at StoneCastle Cash Management, LLC, specializes in building relationships with RIAs and wealth managers, guiding them toward enhanced cash management solutions. Leveraging market insights, Morgan aids in capturing held-away cash, increasing AUM, and elevating advisor profitability.
🎯Highlights:
✅ Understanding Cash Management: The changing landscape of interest rates and asset protection needs.
✅ Demystifying FDIC Insurance: How much of your cash is insured?
✅ Stone Castle - A Unique Banking Experience: Offering FDIC insurance up to $100 million across a vast network of banks.
✅ Simplified Banking: Experience a digital and transparent banking journey with next-day liquidity.
✅ Maximizing Your Cash's Potential: Why Stone Castle is a game-changer for high net worth individuals.
Dive deeper into this conversation and unlock the potential of your cash! 🌟 🎧 Listen now on [link to the podcast episode]
Since 2009, StoneCastle Cash Management has helped hundreds of institutions and advisors protect billions of deposits through a growing network of 950+ banks/financial institutions. StoneCastle’s federally insured cash solution, FICA For Advisors, offers a combined value of high levels of FDIC insurance, competitive APY, and overnight liquidity to give advisors a best-in-class insured cash solution that helps clients of all sizes protect, save, and earn more on their cash.
For questions or a FICA For Advisors portal demo, please contact Morgan Ludovico at mludovico@stonecastle.com or intermediaries@stonecastle.com. You can also contact us at 833-342-2274.
#FinancialLiteracy #CashManagement #RetireWithIntention #GreatDecisionsIncredibleLives #StoneCastle #FDICInsurance #WealthManagement
Remember, your financial choices today shape your tomorrow. Stay informed, and stay intentional. 💰🌟🔍
https://creekmurwealth.com/podcast-disclosure/
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