Episode 73 – It’s Time to Talk About Cash – With Frank Bonnano
February 24, 202217m 53s
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Show Notes
Frank Bonnano is a managing director and head of marketing at StoneCastle Partners, LLC. Stonecastle provides stable, cost-efficient funding to bank throughout the U.S. and harnesses this demand to create unique fixed-income cash products for institutional depositors.
In today’s episode, Doug & Frank talk about a subject we have not discussed on our more than one hundred podcasts at Advisorpedia – cash and how advisors can take advantage of it in their clients’ portfolios. They also discuss:
- The opportunity advisors are missing when they don’t talk with clients about their cash positions
- With interest rates starting to edge back up, is cash back in play as an asset class
- Can Advisors grow their business through cash
- Why advisors should feel comfortable taking a sell down
- StoneCastle’s FICA Impact product, and how it benefits local communities.
Resources: StoneCastle Partners, LLC