The intelligent cash management solution for financial advisors and their clients, helping them earn dramatically more on FDIC-insured bank deposits.
New York, NY
Joined December 2013
- Tweets3.5K
- Following1.1K
- Followers1.4K
- Likes854
MaxMyInterest.com retweeted
🚨 New pod alert! 🚨 This week on WSJ's Take On the Week, @miriamgottfried and @telisdemos are joined by @maxmyinterest CEO Gary Zimmerman to discuss how rising interest rates is pumping up yields on your cash – and what you should do about it.
Listen: on.wsj.com/3LBGo5Q
Max founder and CEO Gary Zimmerman joined @telisdemos and @miriamgottfried at @WSJ to talk about #cash, the current #interestrate environment, and how technology can help you ensure you're always earning the highest yield youtu.be/5n7-jDJrWiw?si=Xw4u… via @YouTube
MaxMyInterest.com retweeted
Is your cash losing value in your savings account? Gary Zimmerman of @maxmyinterest joins @telisdemos and @miriamgottfried on WSJ’s Take On the Week to discuss why you should maximize yields on your cash, and how to do it.
Listen🎧: on.wsj.com/3LBGo5Q
We’re proud to announce that Max has partnered with Fieldpoint Private @fpbt to launch an industry first: a fully integrated private banking experience for RIAs and their clients, including bespoke lending, high-yield savings, and white glove service:
maxmyinterest.com/press/fiel…
Clients expect more than investment advice.
Join our Elevating the Client Experience webinar with @Wealthbox on 4/23/26 at 2PM ET to learn new ways to deliver a seamless, enhanced client experience.
Register: wealthbox.com/webinars/eleva…
#FinancialAdvisors #WealthManagement #RIA
Michael Halloran and Gary Zimmerman joined "JD Knows Things" to discuss how Max got started, why optimizing client cash adds huge value for advisors, and real stories of Max in action.
Listen here: youtube.com/watch?v=TubFwBKp…
#FinancialAdvisors #WealthManagement #Cash #RIA
As RIAs move upmarket, UHNW clients expect more than planning; they expect private banking solutions too. A recent article from @MichaelKitces highlights how Max is helping RIAs deliver those solutions.
Read more: kitces.com/blog/the-latest-i…
#WealthManagement #RIA #Cash
We’re proud to support Orion Ascent this year and are excited to connect with advisors, partners, and friends at @orionwealthtech.
Grow your practice and optimize clients' held-away cash with Max.
Learn more: calendly.com/advisordemo?utm…
#orionascent #financialadvisors #RIA #cash
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
In a recent conversation with @JeremyPKeil, 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/retir…
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-…
#RIA #Cash #WealthManagement
Max Founder & CEO Gary Zimmerman joined the
@MTIPodcast 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-ma…
#RIA #wealthmanagement #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
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/rethi…
#financialplanning #RIA #cash
Advisors: If you missed our recent webinar, “Cash in Financial Planning: An Advisor’s Perspective,” with @BuffYourFinance and @RightCapitalHQ, you can now watch the recording.
For more info, visit: maxmyinterest.com/event/cash…+
#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: Join us for a webinar on Nov. 13 at 1PM ET
"Cash in Financial Planning: An Advisor’s Perspective" with @BuffYourFinance and @RightCapitalHQ
Learn more and register: maxmyinterest.com/event/cash…
#financialadvisors #financialplanning #cash #wealthmanagement #RIA
Advisors: Clients asking about interest rates?
We recently joined @Wealthbox to discuss Turning Interest Rate Concerns into Advisor Opportunities.
You can view the replay here: bit.ly/Max_Wealthbox_Webinar
#FinancialAdvisors #WealthManagement #CashManagement #RIA
Thank you @XYPNOfficial. 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
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.
@XYPNOfficial #WealthManagement #Advisors #RIA
