Course Content
The Future
Focus: Strategic growth, valuation, forecasting, and exit planning.
0/10
Building Transferrable Value (9-13-23)
45:21
More On Transferrable Value (11-15-23)
32:13
Transferable Value and NPV (2-19-25)
38:28
Improvements To Forecasting By The Numbers (2-28-24)
38:07
Sustainable Growth Formula (11-29-23)
46:03
How The Sustainable Growth Formula Works (1-22-25)
53:14
Calculating Revenue Increases in Forecasting : Affiliates (10-16-24)
01:21:25
Starting The Succession Planning Conversation (3-20-24)
41:18
The Bar Napkin Valuation Method (5-14-25)
48:21
Start With The End In Mind App Feature (9-25-24)
31:03
Cash Flow
Focus: Finding hidden cash, optimizing the cash conversion cycle, managing inflows/outflows.
0/5
Understanding Operating Activities (3-13-24)
29:55
5 Silent Killers of Cash Flow (5-22-24)
59:04
Super Charge Cash Flow – Pricing, Incentives, Labor (8-30-23)
31:31
Review Hidden Cash and Supercharge Cash Flow (12-6-23)
36:30
Accounts Payable – Testing New Material – Should I Take The Discount? (11-8-23)
37:55
Profitability
Focus: Margin improvement, pricing strategies, and cost control.
0/11
Purpose Driven Profit (4-2-25)
52:51
Using Sales Funnel Metrics (1-17-24)
34:21
Gross Profit Problem Analysis Technique (1-24-24)
34:23
Pricing & Cost Analysis (6-4-25)
01:08:09
Understanding Contribution Margins (4-24-24)
36:53
Contribution Margin & Break Even (12-20-23)
47:46
Breakeven Unit Analysis (9-4-24)
32:40
Value Pricing and VEL (1-31-24)
58:20
Pricing Strategies – VEL (2-14-24)
29:25
1 Hour Special on Value Pricing (6-5-24)
01:03:53
Discounts That Hurt Your Business (1-3-24)
44:01
Debt
Focus: Managing leverage, understanding debt structure, evaluating asset purchases.
0/6
Why EBITDA isn’t a B.S. Metric (1-29-25)
Financing Options Discussion (10-11-23)
30:08
How To Make An Asset Purchasing Decision (2-5-25)
40:32
Capital Expenditure Decision Making (6-12-24)
27:21
Mis-Matched Financing Further Explained (4-3-24)
34:31
Explaining Credit and Debt To Your Clients (11-20-24)
45:25
Operations
Focus: Workflow optimization, resource capacity, process bottlenecks.
0/4
Capacity Issues of the 5 Types of Businesses (11-22-23)
40:06
Process Diagramming Overview (9-18-24)
52:12
Process Diagramming with Karen Hairston (12-4-24)
39:51
Vanity Metrics v. Actionable Metrics (10-23-24)
38:00
Education
Focus: Elevation Sequence, client coaching, and communication skills.
0/12
F.I.X. – The Clear Path To Cash Framework (5-21-25)
01:20:39
Rules of Advisory Service #1-5 (9-20-23)
21:40
Rules of Advisory Service #6-10 (9-27-23)
38:37
Rules of Advisory Service #11-15 (10-4-23)
34:12
The Six Burning Issues (4-16-25)
39:30
Introducing The Client Conversation Coach (4-9-25)
59:14
The Client Conversation Coach (2-7-24)
41:04
More On The Client Conversation Coach (5-1-24)
41:15
Intro To Managerial Accounting (8-7-24)
31:41
Ratio Analysis Part 1 (10-18-23)
39:49
Ratio Analysis Part 2 (10-25-23)
39:53
Ratio Analysis Part 3 (11-1-23)
36:04
The Elevation Sequence
These sessions explore the core questioning techniques advisors use to uncover a client’s true concerns. Each method helps guide conversations to identify the root burning issue and build trust.
0/8
Building Customer Relationships (7-10-24)
30:26
Rolling Out The Advisors Creed (6-11-25)
42:48
The Compass & Start With The End In Mind (8-28-24)
31:58
The Elevation Sequence To Close Sales – HOW TO (5-7-25)
59:35
Clear The Noise To Close More Sales (4-23-25)
52:40
The Origin of The Crowbar – 4 Helpful Questions (12-13-2023)
37:04
The Crowbar – A Deep Dive Into Using It (5-28-25)
57:05
The Nudge Pact – Clear The Noise (8-28-24)
48:27
Advisor Extras
Bonus materials, interviews, and insights to sharpen your edge as a financial advisor.
0/9
Small Business Facts (6-19-24)
39:55
Special Guest Ron Saharyan – Selling Advisory Services (4-30-25)
37:00
Another Scene From Hoarders (1-15-25)
55:38
A Look From A Scene From Hoarders (1-8-25)
51:04
Sample Certification Test Questions (8-14-24)
40:43
Pop Quiz #1 (4-10-24)
26:01
Pop Quiz #2 (2-19-25)
41:43
Excel Hacks (3-5-25)
44:17
Tax Return Sales Idea and What if Scenarios (12-27-23)
37:48
The Vault: Pro Skills Library

🎥 Video Summary: Introducing the F.I.X. Framework

In this session, Cash Flow Mike introduces and explains the F.I.X. Framework—a powerful model for turning conversations into advisory action. Viewers learn how to move through the three core stages:

  • Find the Burning Issue (via the Elevation Sequence)

  • Identify the Fuel Source (which burning issue category it fits)

  • eXecute at the Flash Point (the right Clear Path To Cash technique)

Mike breaks down how each Elevation Sequence question leads to deeper insights, and how the F.I.X. model ensures every conversation leads to a clear, tactical outcome.

🔑 Key Points Covered:

  • Why finding the burning issue is the key to effective advisory conversations

  • Breakdown of the Elevation Sequence (Compass, Explorer, Crowbar, etc.)

  • Introduction of the F.I.X. acronym as a way to teach and apply the system

  • How to transition from insight (fuel source) to action (flash point)

  • Real examples of how the framework helps close deals and drive clarity

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