You’re in. Start exploring.
Your 7-Day Free Trial includes access to Clear Path to Cash® — AI, preloaded with a sample company so you can see how the system works in real conversations.
Take 3 minutes and watch the video below before you jump in, then click "Access The 7-Day Free Trial" under the video.
Access the 7-Day Free Trial (opens in new tab)
How to get the most out of the 7-Day Free Trial
This 7-Day Free Trial is designed to feel like a real advisory moment, not a walk-through.
As you explore, pay attention to:
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How quickly you understand what is actually happening
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How the system helps you stay grounded in the numbers
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How clarity naturally leads to confident next steps
There is no right order and nothing you can break. Take your time.
Want to see it used live?
Mike hosts a live walk-through every Friday where he works through real scenarios and answers questions from advisors using the system.
You will receive email invitations to join the live sessions if you would like to attend.
This is optional and included with 7-Day Free Trial access.
You can Start Your 7-Day Free Trial as long as you like. If it feels useful, you can review the available options and decide which version of Clear Path to Cash fits the moment you are in.
There is no trial countdown and no obligation.
