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Clients expect more than investment advice. Join our Elevating the Client Experience webinar with @Wealthbox on 4/23/26 at 2PM ET to learn new ways to deliver a seamless, enhanced client experience. Register: wealthbox.com/webinars/eleva… #FinancialAdvisors #WealthManagement #RIA

Michael Halloran and Gary Zimmerman joined "JD Knows Things" to discuss how Max got started, why optimizing client cash adds huge value for advisors, and real stories of Max in action. Listen here: youtube.com/watch?v=TubFwB… #FinancialAdvisors #WealthManagement #Cash #RIA

As RIAs move upmarket, UHNW clients expect more than planning; they expect private banking solutions too. A recent article from @MichaelKitces highlights how Max is helping RIAs deliver those solutions. Read more: #max" target="_blank" rel="nofollow noopener">kitces.com/blog/the-lates… #WealthManagement #RIA #Cash

We’re proud to support Orion Ascent this year and are excited to connect with advisors, partners, and friends at @orionwealthtech. Grow your practice and optimize clients' held-away cash with Max. Learn more: calendly.com/advisordemo?ut… #orionascent #financialadvisors #RIA #cash

In Client Cash Strategies for 2026, Michael Halloran explains why the question isn’t just where rates go, but how cash is protected, positioned, and earning, and why cash deserves renewed focus amid market uncertainty. Read more: bluetoad.com/publication/?i… #RIA #FinancialAdvisor

In a recent conversation with @JeremyPKeil, Gary Zimmerman explains why cash plays a critical role in retirement stability and how optimizing cash can mean more flexibility, less risk, and thousands of dollars in additional income over time. Listen here: keilfp.com/blogpodcast/re…

In our 2025 Year in Review & 2026 Outlook, Max Founder & CEO Gary Zimmerman shares insights on market risk, elevated valuations, behavioral finance & why cash plays a critical role in an uncertain market environment. Read more:maxmyinterest.com/blog/2025-year… #RIA #Cash #WealthManagement

Max Founder & CEO Gary Zimmerman joined the @MTIPodcast to discuss why cash is a strategic asset class, from optionality and behavioral finance to why so many clients hold far more cash than advisors realize. Learn more: moneytreepodcast.com/bull-market-in… #RIA #wealthmanagement #Cash

Year-end reviews are the perfect time to talk to clients about their cash. Is it working for them? Is it protected? Is it aligned with their goals for 2026? A thoughtful cash strategy can be a source of stability and opportunity. MaxForAdvisors.com #RIA #financialplanning

In a recent blog post, we explored the Two-Bucket Approach to investing, a simple but powerful framework that helps advisors separate clients’ assets and align investment strategy with purpose and time horizon. Read more: maxmyinterest.com/blog/rethinkin… #financialplanning #RIA #cash

Advisors: If you missed our recent webinar, “Cash in Financial Planning: An Advisor’s Perspective,” with @BuffYourFinance and @RightCapitalHQ, you can now watch the recording. For more info, visit: maxmyinterest.com/event/cash-in-…+ #financialplanning #cash #wealthmanagement #RIA

More clients are expressing concern about the potential for market volatility. Market corrections are inevitable, but confidence doesn’t have to waver. Max helps clients turn cash into a source of stability. MaxForAdvisors.com #RIA #cash #financialadvisor #financialplanning

Advisors: Join us for a webinar on Nov. 13 at 1PM ET "Cash in Financial Planning: An Advisor’s Perspective" with @BuffYourFinance and @RightCapitalHQ Learn more and register: maxmyinterest.com/event/cash-in-… #financialadvisors #financialplanning #cash #wealthmanagement #RIA

Advisors: Clients asking about interest rates? We recently joined @Wealthbox to discuss Turning Interest Rate Concerns into Advisor Opportunities. You can view the replay here: bit.ly/Max_Wealthbox_… #FinancialAdvisors #WealthManagement #CashManagement #RIA

Thank you @XYPNOfficial. We enjoyed meeting and engaging with so many advisors at #XYPNLIVE who were curious about how to better help their clients while growing AUM. Schedule a demo here: calendly.com/advisordemo #FinancialAdvisors #HighYieldSavings #WealthManagement #RIA

Max is live at #XYPNLIVE. We’re enjoying meeting with many independent advisors to discuss how Max can help their clients earn more on their cash, and help advisors grow their business. If you’re at the event, visit us at booth #107. @XYPNOfficial #WealthManagement #Advisors #RIA

Max Founder & CEO Gary Zimmerman joined @SchwabNetwork to discuss his views on inflation, interest rate volatility and how investors can best position themselves in a changing rate environment. Watch here: bit.ly/Max_SchwabNetw… #FOMC #HighYieldSavings #WealthManagement #Cash

Max is heading to #XYPNLIVE. We’re excited to connect with advisors to discuss how high-yield savings solutions can help clients earn more on their cash. Let’s talk about how Max can enhance your client offering. Visit us at booth #107 @XYPNOfficial #WealthManagement #RIA

Max is proud to be listed on the @ModusNewsletter family office services FinTech Map, curated by @Mike_Thrasher and inspired by @MichaelKitces modus.news/modus-family-o…

More than a decade of helping advisors and their clients earn more on cash - and we’re just getting started! Join Max and help us build the future of cash management. We’re hiring: bit.ly/Max_Careers #Hiring #Fintech #WealthManagement