We’re heading to Future Proof Advisors: Set up time to meet with our Founder & CEO Gary Zimmerman and learn how Max helps your clients earn more on their cash. calendly.com/garymax/15-min… #FinancialAdvisors #WealthManagement

Advisors: Clients are asking about interest rates. Join us and Wealthbox CRM for answers. Sept 11th, 2pm ET Turning Interest Rate Concerns into Advisor Opportunities Register: bit.ly/3K1rGnH #FinancialAdvisors #WealthManagement #CashManagement

Is your cash working hard enough for you? Max can help you earn more without switching your primary banking relationship. Sign up now in just a few minutes at MaxMyInterest.com and earn more forever!

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

Max is proud to be listed on the Modus Newsletter family office services FinTech Map, curated by Michael Thrasher and inspired by MichaelKitces modus.news/modus-family-o…

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 XYPN #WealthManagement #RIA

Max Founder & CEO Gary Zimmerman joined Schwab Network 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 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. XYPN #WealthManagement #Advisors #RIA

Thank you XYPN. 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

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

Advisors: Join us for a webinar on Nov. 13 at 1PM ET "Cash in Financial Planning: An Advisor’s Perspective" with Buff Your Finances and RightCapital Learn more and register: maxmyinterest.com/event/cash-in-… #financialadvisors #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: If you missed our recent webinar, “Cash in Financial Planning: An Advisor’s Perspective,” with Buff Your Finances and RightCapital, you can now watch the recording. For more info, visit: maxmyinterest.com/event/cash-in-…+ #financialplanning #cash #wealthmanagement #RIA

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

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

Max Founder & CEO Gary Zimmerman joined the Money Tree Investing 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

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

In a recent conversation with Jeremy Keil, 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 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

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