Flourish

We’re excited to share our latest case study showing Flourish Cash in action! BLBB Advisors, LLC, a 60-year old advisory firm based in Montgomeryville, PA with $2.7B AUM as of June 30, 2024, utilizes Flourish Cash to support clients, build goodwill, and enhance prospecting. While high interest rates drove client adoption of Flourish Cash, BLBB Advisors has recognized the importance of supporting clients with a cash solution regardless of the rate environment. The firm has made cash management an integral part of their processes as they've witnessed the value of helping all clients optimize their cash. #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. BLBB Advisors and Flourish Financial LLC are separate and unaffiliated firms. This feedback may not be representative of the experience of other customers, and is not a guarantee of future performance or success.

We're honored to have been named a finalist in the 2024 Banking Tech Awards for Best Digital Solution Provider – WealthTech! The winners will be announced in a ceremony on December 4, 2024 in London, England. Congratulations to all our partners who were also nominated as finalists! See the full list here: https://lnkd.in/eYDECnKn #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.

A closer look at the key benefits of multi-year guaranteed annuities (MYGAs) reveal that they make a compelling addition to advisory portfolios for investors seeking fixed-income alternatives. Read our article to learn more about how MYGAs can benefit your clients:? https://lnkd.in/e-AWYYMq #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 excited to share that Flourish Cash now offers ? same-day transfers ? for all account types! Faster transfers give clients increased confidence that their money will be where they need it, when they need it. Clients have always had the ability to send and receive money on the same day with Flourish Cash via wire transfers, but the process required manual confirmation and a wire fee. Now, we've made standard ACH transfers even faster, giving clients peace of mind knowing they can always quickly and easily access their cash with free, unlimited transfers from Flourish.?? Whether your clients utilize Flourish Cash as a place to hold their emergency fund or regularly transfer money back-and-forth for routine expenses, with Flourish they know they are able to: ?? Always access their money ?? Earn a competitive rate – more than 9x the rate of the average national savings account ?? Make free, unlimited transfers that can arrive the same day #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. For transfer requests submitted by the applicable deadline, funds will generally be transferred to or from the requested external account by the same or next business day, except for requests submitted on the weekend or on a holiday, which should be completed by the following business day. In some circumstances, transfers may take longer to complete, as further described in your Account Agreement. For withdrawal requests, fund availability is subject to the processing timeline of the receiving financial institution and may not be displayed or available until the end of the financial institution's business day. Federal Deposit Insurance Corporation, National Deposit Rates: Savings [SNDR], retrieved from FRED, Federal Reserve Bank of St. Louis; https://lnkd.in/eTQSe8DS, 10/21/2024.

New integration alert! We're excited to share that we’ve launched an integration with Salesforce! The new package developed for Salesforce is compatible with market-leading Salesforce partners. The integration gives advisors the ability to send Flourish invitations and prefill client applications with the click of a button. The integration also provides advisors with greater visibility into clients' held-away cash with the ability to view Flourish balances, statuses, and account types – all from within Salesforce. "The Salesforce integration allows a seamless way to invite my clients to use the Flourish platform. The integration dynamically updates my clients values right back into the CRM for fast reporting," said Anthony De Santis, President of True Classic Wealth. "The installation process was made very easy by the entire team, who even helped me with Salesforce features that I had no idea how to use. I highly recommend anyone using both Salesforce and Flourish to use this tool to maximize operational efficiency to strengthen the bond with your clients." Learn more and get started with our guide: https://lnkd.in/ePBNdzdf #cash #integration #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 Financial LLC and Salesforce are separate and unaffiliated entities. This feedback may not be representative of the experience of other customers, and is not a guarantee of future performance or success. An advisor’s ability to view client account information is subject to applicable privacy laws and clients' consent to such sharing.?

Our newest platform update is now available! Through the new Activity tab, advisors now have visibility into client account-level activity and transaction details. These improvements enable advisors to dive deeper into the details of client accounts, as well as specific account activity, including manual transfers, automated transfers, interest earned, and pending transfers. This release is the latest in a series of improvements we’re making to the platform to further improve the advisor experience and support advisors' ability to more easily serve their clients. Read more about our recent updates and stay tuned for more: https://lnkd.in/e3iCSkDd #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. An advisor’s ability to view client account information is subject to applicable privacy laws and clients' consent to such sharing.?

Flourish Annuities gives you a modern solution to help clients easily bring their old annuities into the present. Join us on Wednesday, October 23 for a webinar that looks at how annuity replacements could benefit your clients. We’ll provide a brief overview of Flourish Annuities and dive into key things you need to know about replacements, also referred to as a 1035 exchange, which is a process that replaces an annuity with a new contract without triggering a taxable event. Register for the webinar: https://lnkd.in/eEAMwq-9 Learn more about Flourish Annuities: https://lnkd.in/em2ytM-9 #annuities #wealthmanagement #financialplanning #annuitiesreimagined 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.

Our latest Advisor Spotlight features an advisor to the advisors. Stephanie Bogan, founder of Limitless Advisor Coaching, works with financial advisors who are looking to take their business to the next level without sacrificing their personal life. She coaches advisors on how enhancing their methods and mindset can elevate their business and their life. We're excited not only to share this conversation in our latest Advisor Spotlight feature, but also host a webinar on Tuesday, October 29 at 4pm ET with Stephanie. Join us for Roadmap to Referral Growth. Register to learn about the strategies and insights advisors need to confidently approach referrals, ignite referral momentum, and create a steady growth engine fueled by trust. Read the full interview: https://lnkd.in/giYCjkYz and register for the webinar: https://lnkd.in/gNuBGNnA #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. Limitless Advisor Coaching and Flourish Financial LLC are separate and unaffiliated firms.

We’ve reached $6B in assets under custody! And, in the first half of 2024, Flourish Cash clients earned more than $118M in interest. Thanks to you, clients are earning more than 9x the national savings account average. Every client has held-away savings that could be earning more – help them get started today! #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. 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 on rates and FDIC insurance coverage. Assets include Flourish Cash client cash balances held with the Flourish Cash Program Banks as of 09/17/2024. Federal Deposit Insurance Corporation, National Deposit Rates: Savings [SNDR], retrieved from FRED, Federal Reserve Bank of St. Louis; https://lnkd.in/eTQSe8DS, 09/16/2024.

Thanks to everyone who came out to meet us at Future Proof 2024! We enjoyed three days of sunshine, tacos, and meeting advisors from all corners of the country to share how we’re helping their firms grow. We’re holding a special webinar to continue the conversation, reach out to [email protected] to register. #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.