Jeff Robertson

How Mike Milan’s Programs Empower Fractional Integrators to Excel

How Mike Milan’s Programs Empower Fractional Integrators

By Jeff Robertson / January 17, 2025 / Comments Off on How Mike Milan’s Programs Empower Fractional Integrators

How Mike Milan’s Programs Empower Fractional Integrators to Excel and grow their businesses.

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The Financial Professional’s Guide to Future-Proofing Your Business

The Financial Professional’s Guide to Future-Proofing Your Business

By Jeff Robertson / January 13, 2025 / Comments Off on The Financial Professional’s Guide to Future-Proofing Your Business

As a financial professional, you’re no stranger to challenges. Unpredictable cash flow, client retention struggles, and seasonal income fluctuations can derail even the most well-planned businesses

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Why Relying on One Revenue Source is a Risky Business

Why Relying on One Revenue Source Jeopardizes Cash Flow Stability & Business Growth

By Jeff Robertson / January 6, 2025 / Comments Off on Why Relying on One Revenue Source Jeopardizes Cash Flow Stability & Business Growth

For financial professionals, whether you’re an accountant, bookkeeper, financial advisor, or business coach, stability is critical.

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Navigating the Future: Key Trends in Client Advisory Services in 2025

Navigating the Future: Key Trends in Client Advisory Services in 2025

By Jeff Robertson / December 23, 2024 / Comments Off on Navigating the Future: Key Trends in Client Advisory Services in 2025

Discover the latest trends transforming client advisory services in 2025. Learn how technology, strategic insights, and client engagement are reshaping the landscape with Cash Flow Mike.

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Navigating the 2025 Economic Outlook: How Financial Professionals Can Lead the Way

Navigating the 2025 Economic Outlook: How Financial Professionals Can Lead the Way

By Jeff Robertson / December 12, 2024 / Comments Off on Navigating the 2025 Economic Outlook: How Financial Professionals Can Lead the Way

As we dive into 2025, the Visa U.S. Annual Economic Outlook paints a picture of a year full of opportunities and challenges for businesses.

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The Future of Accounting: Why Client Advisory Services (CAS) Are the Game-Changer Your Business Needs

The Future of Accounting: Why Client Advisory Services (CAS) Are the Game-Changer Your Business

By Jeff Robertson / December 10, 2024 / Comments Off on The Future of Accounting: Why Client Advisory Services (CAS) Are the Game-Changer Your Business

Client Advisory Services go beyond the traditional role of financial professionals by providing proactive guidance and actionable insights that help businesses thrive.

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Transforming Client Conversations: Key Strategies from “Don’t Tell Me What to Do” by Cash Flow Mike

Transforming Client Conversations: Key Strategies from “Don’t Tell Me What to Do” by Cash Flow Mike

By Jeff Robertson / December 1, 2024 / Comments Off on Transforming Client Conversations: Key Strategies from “Don’t Tell Me What to Do” by Cash Flow Mike

In the world of financial advising, it’s easy to fall into the trap of one-sided conversations, where the advisor talks and the client listens.

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Cash Flow Mike and SCORE

How Cash Flow Mike’s Programs Empower SCORE Mentors to Help Small Businesses Thrive

By Jeff Robertson / December 1, 2024 / Comments Off on How Cash Flow Mike’s Programs Empower SCORE Mentors to Help Small Businesses Thrive

SCORE, a nonprofit dedicated to helping small businesses succeed, has been an invaluable resource for entrepreneurs nationwide.

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Focus on Cash Flow Optimization How Financial Professionals Can Use Cash Flow Mike’s Programs to Drive Client Success in Uncertain Economic Times

Focus on Cash Flow Optimization: How Financial Professionals Can Use Cash Flow Mike’s Programs to Drive Client Success in Uncertain Economic Times

By Jeff Robertson / December 1, 2024 / Comments Off on Focus on Cash Flow Optimization: How Financial Professionals Can Use Cash Flow Mike’s Programs to Drive Client Success in Uncertain Economic Times

In today’s volatile economic climate, cash flow optimization has become a critical priority for businesses. With rising interest rates, increasing operational costs, and global geopolitical tensions, businesses are feeling the pressure to stabilize their cash flow and protect their financial well-being.

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Hacking the Cash Flow Game with Cash Flow Mike: Insights from Mike Milan’s Universal Accounting Interview

Hacking the Cash Flow Game with Cash Flow Mike: Insights from Mike Milan’s Universal Accounting Interview

By Jeff Robertson / December 1, 2024 / Comments Off on Hacking the Cash Flow Game with Cash Flow Mike: Insights from Mike Milan’s Universal Accounting Interview

Cash flow is the heartbeat of every business, but managing it effectively can feel like a mystery to many entrepreneurs and business owners.

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