Flourish

Discovering simple ways to attract new clients is top of mind for many growth-minded RIAs. We recently launched a significant expansion of our referrals and prospecting features that help firms drive organic growth. Flourish has long been recognized as a partner to many firms in supporting organic growth. Curious how other firms have successfully used Flourish Cash to connect with prospective clients? Check out some of our favorite stories and share yours in the comments below! Learn more: https://lnkd.in/eFCqvtmk #financialadvisors #organicgrowth #clientacquisition #referrals #prospecting #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.

Announcing a ? new release ? that significantly expands how Flourish helps RIAs drive organic growth. We’re excited to share new enhancements to the Flourish platform that supports financial advisors in acquiring new clients through referrals and prospecting! ?? We’ve made it easier for advisors to: ?? Gather richer referral data: Access key information to better assess if a referral would be a good fit for the firm ?? Streamline referral management: Easily identify and prioritize referrals with a dedicated "Referrals" tag and "Looking for an Advisor" status ?? Utilize Flourish as a prospecting engine: Effortlessly invite, manage, and report on prospective clients with the new "Prospect" tag If you're a financial advisor looking to grow your practice, Flourish can help! Learn more about how Flourish can support your firm’s organic growth: https://lnkd.in/eFCqvtmk #financialadvisors #organicgrowth #clientacquisition #referrals #prospecting #wealthmanagement #financialplanning

Are you maximizing the potential of your existing client base? Advisors are discovering overlooked opportunities with clients who own an annuity that is near the end of its term or which no longer meets their needs. Annuity replacements may help you improve client outcomes while bringing fee-based annuities into a fee-earning portfolio. Update your client’s portfolio by helping them transition from an outdated annuity to one better aligned with their current financial goals. Learn more about annuity replacements and how to start the conversations with your clients: https://lnkd.in/eE44qRws #annuities #wealthmanagement #financialplanning Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies, LLC and to Flourish Insurance Agency, LLC in its capacity as a licensed insurance producer providing insurance services related to such platform, and where applicable, the individual annuity contracts intended to be purchased by individual clients of registered investment advisors (“RIAs”). This is not a proposal or a solicitation to purchase insurance. Please visit flourish.com for more information.

Keeping client funds and information secure is one of our highest priorities at Flourish. To support this, we’ve created an educational resource that shares: ?? Best practices for clients to keep their Flourish account secure ?? General tips to enhance online security ?? Steps Flourish takes to ensure the safety of client funds and information Read more at: https://lnkd.in/eCJEbsXJ A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.

Comprehensive financial planning means going beyond a client’s investment accounts to ensure they hold the right amount of cash and earn a competitive interest rate. But sending constant inquiries about bank balances is a headache for clients and advisors. In the latest Advisor Spotlight, Breanna Sykes, CFP? and Senior Wealth Advisor at Copper Leaf Financial, shares how she uses Flourish to proactively help clients better manage their cash while generating more referrals at the same time. Read the conversation: https://lnkd.in/et86HDpt A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information. Copper Leaf Financial and Flourish Financial LLC are separate and unaffiliated firms.

Flourish President Ben Cruikshank shares 5 highlights: https://lnkd.in/e6JaMmVx As we settle into the rhythm of 2025, Flourish President Ben Cruikshank is reflecting on how we’ve grown in our mission over the past year and the plans that will continue to propel us forward in the year ahead. #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies, LLC and to Flourish Insurance Agency, LLC in its capacity as a licensed insurance producer providing insurance services related to such platform, and where applicable, the individual annuity contracts intended to be purchased by individual clients of registered investment advisors (“RIAs”). This is not a proposal or a solicitation to purchase insurance. Please visit flourish.com for more information.

We’re honored to share Flourish’s high ranking on Built In’s Best Places to Work in 2025 – number 12 out of 100 for New York City! And, our parent company, MassMutual took the #1 spot. Built In describes that “The Best Places to Work program highlights companies that offer the best compensation packages, total rewards and culture programs among their peers. And unlike other award programs, instead of a nomination form, an algorithm determines winners based on each company’s employee offerings as indicated on its Built In profile settings.” Congratulations to all who were recognized! See the list of winners: https://lnkd.in/e_dzsTcq #cash #award #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.

We hope that the end of the year finds you sitting by the fire – or pool – with time to relax and reflect on the past year. To prompt your reflections and help fuel your inspiration for the coming year, we’ve gathered a list of recommended reading from the Flourish library. https://lnkd.in/eXgNKtWD #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies, LLC and to Flourish Insurance Agency, LLC in its capacity as a licensed insurance producer providing insurance services related to such platform, and where applicable, the individual annuity contracts intended to be purchased by individual clients of registered investment advisors (“RIAs”). This is not a proposal or a solicitation to purchase insurance. Please visit flourish.com for more information.

We've released an exciting new enhancement to the Flourish Annuities platform that supports the estate-planning process: Clients can now designate trusts as beneficiaries on their annuity contracts! New annuity contracts Clients who are in the process of purchasing a new annuity contract can designate up to four beneficiaries – individuals and/or trusts – per annuity contract. Replacement contracts Advisors helping clients exchange outdated annuity contracts now have the opportunity to ensure that the new annuity aligns with their client's current estate plan through the designation of beneficiaries, including trusts. Learn more about this exciting update: https://lnkd.in/e4yzR8Bf #annuities #wealthmanagement #financialplanning Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies, LLC and to Flourish Insurance Agency, LLC in its capacity as a licensed insurance producer providing insurance services related to such platform, and where applicable, the individual annuity contracts intended to be purchased by individual clients of registered investment advisors (“RIAs”). This is not a proposal or a solicitation to purchase insurance. Please visit flourish.com for more information.

?? We’re proud to announce that Flourish Cash has once again increased the FDIC insurance coverage available through our Program Banks: up to $6M for individual and business accounts and $12M for joint accounts. For two-person households with two individual accounts and one joint account, that’s up to $24M in FDIC insurance! This increase gives clients access to up to 24x more coverage than the FDIC insurance of a standard checking or savings account, making Flourish Cash even more valuable to clients with higher balances. Combined with a competitive rate of 4.25% APY, Flourish Cash gives advisors the opportunity to help all clients earn more while ensuring the safety of their cash reserves. A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information. Annual percentage yield (APY) as of 11/08/2024. Rates subject to change. The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party Program Banks who provide the interest rate and FDIC insurance. Please visit https://lnkd.in/ewRGQpsi for further details. Learn more and see disclosures at https://lnkd.in/eTrTGbmv. #cash #fdic #wealthmanagement #financialplanning