This new guide from Deposit Sense makes a compelling case for making cash an integral part of your clients’ portfolios – and gives you full details on how to manage their cash holdings, effectively and on the most time efficient basis for you.
Cash is one of the largest asset classes yet many clients see it as separate from the capital they seek advice. Why? Moreover many clients apply passive management to their cash – in other words they let it lie, often in the wrong place.
The guide shows how to provide:
- Greater control of clients wealth
- Greater regulatory protection to your business
- Additional business income
- Better quality referrals and professional connections
- Better client relationships
- Reduced exposure to legacy risk
To receive your copy of this valuable guide just email Deposit Sense on [email protected]