About Lesson Learning Objectives: Set up the environment that you and your client will be using during your advisory sessions. Identify the documents you will need from your clients in order to complete any analysis you will provide. Build out a visual to show them what the future looks like while working with you. Learn…

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About Lesson Starting with the end in mind is the first lesson in Cash Flow Mike’s Clear Path To Cash. It discusses the importance of bringing the reasons you got into business in the first place to the forefront of most decisions you have in your business. By the end of this lesson, you should…

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About Lesson Learn how to analyze any businesses financial statements in 7 Minutes or less. The Home Run Financial System is the foundation of Cash FLow Mike’s book, The 7 Minute Conversation and Lesson number 2 in The Clear Path To Cash. By the end of this lesson, you should be able to: Analyze financial…

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About Lesson Learning Objectives: Learn the three phases of the client journey as an advisory services client of your firm. Understand the psychology of your client when helping them to decide to use your service. Explore the three phases of the client journey in depth to find better ways to engage with your clients by…

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About Lesson Part of maximizing cash in your company is finding where cash is hidden in your current operation. In Mining Your Business For Hidden Cash, Cash Flow Mike teaches you a technique to find where you have the best opportunity for improvement. By the end of this lesson, you should be able to: Explain…

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About Lesson Learning Objectives Create the persona of the ideal client to purchase and excel with your advisory services offer. Learn to segment your client list into three likely categories of potential candidates for advisory services. Develop a list of false beliefs that clients might have regarding buying advisory services.

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FREE WEBINAR – OPEN TO EVERYONE New in 2024. This hour will focus on how to use the tools during specific scenarios you might encounter in business.  It will show you how to use the app, worksheets, and spreadsheets to maximize the effectiveness of the financial concepts taught in The Clear Path To Cash.  By…

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About Lesson Learning Objectives: Set up the environment that you and your client will be using during your advisory sessions. Identify the documents you will need from your clients in order to complete any analysis you will provide. Build out a visual to show them what the future looks like while working with you. Learn…

Find Details >
Free

About Lesson Starting with the end in mind is the first lesson in Cash Flow Mike’s Clear Path To Cash. It discusses the importance of bringing the reasons you got into business in the first place to the forefront of most decisions you have in your business. By the end of this lesson, you should…

Find Details >
Free

About Lesson Learn how to analyze any businesses financial statements in 7 Minutes or less. The Home Run Financial System is the foundation of Cash FLow Mike’s book, The 7 Minute Conversation and Lesson number 2 in The Clear Path To Cash. By the end of this lesson, you should be able to: Analyze financial…

Find Details >
Free

About Lesson Learning Objectives: Learn the three phases of the client journey as an advisory services client of your firm. Understand the psychology of your client when helping them to decide to use your service. Explore the three phases of the client journey in depth to find better ways to engage with your clients by…

Find Details >
Free

About Lesson Part of maximizing cash in your company is finding where cash is hidden in your current operation. In Mining Your Business For Hidden Cash, Cash Flow Mike teaches you a technique to find where you have the best opportunity for improvement. By the end of this lesson, you should be able to: Explain…

Find Details >
Free