The cash your clients aren't telling you about with Ben Cruikshank
About this episode
Steven Jarvis and Ben Cruikshank discuss the importance of understanding clients' cash holdings outside of advisory relationships for comprehensive financial planning.
In this episode, Steven Jarvis, CPA, is joined by Ben Cruikshank, President and Chief Commercial Officer at Flourish, for a conversation about the intersection of banking, cash management, and tax planning. Ben shares insights from working with thousands of advisors and affluent households, including the surprising amount of cash clients often hold outside of advisory relationships. Together, Steven and Ben discuss why truly comprehensive financial planning requires visibility into all aspects of a client's financial life - not just investment accounts. https://zurl.co/NIchD
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