Power Your Advice Episode 270 – Unlocking Organic Growth Through Cash with Morgan Ludovico
Today we talk with Morgan Ludovico, Director of Intermediary Sales at StoneCastle, where we discuss how advisors are engaging the cash conversation and utilizing KEEP by StoneCastle as a powerful driver of organic growth. KEEP is an enhanced savings solution offering up to $100 million in federal insurance per tax ID, competitive rates, full liquidity, and no fees—designed to simplify the advisor-client conversation and capture held-away assets.
Morgan outlines four key opportunities for advisors—held-away, affiliated, institutional, and impact cash—and explains why cash is often the fastest, easiest path to growth. With trillions sitting in uninsured or low-yield accounts, KEEP helps advisors protect client assets, build trust, and expand relationships. Backed by StoneCastle’s singular focus and institutional pedigree, KEEP gives advisors a scalable solution in a volatile market.
Resources: KEEP by StoneCastle