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Most financial tools are almost helpful.
They explain the numbers, then stop when a decision is required.
In this live demo, Cash Flow Mike walks through the new Clear Path To Cash app and shows how advisors and SBDC teams use it to:
Identify the real issue fast
Choose the next best tool without overwhelm
Turn insights into action plans clients can follow
Stay confident in the live conversation
That moment… we know it.
Clear Path To Cash was built for that moment.
More info here
By Mike Milan, Cash Flow MikeMost financial tools are almost helpful.
They explain the numbers, then stop when a decision is required.
In this live demo, Cash Flow Mike walks through the new Clear Path To Cash app and shows how advisors and SBDC teams use it to:
Identify the real issue fast
Choose the next best tool without overwhelm
Turn insights into action plans clients can follow
Stay confident in the live conversation
That moment… we know it.
Clear Path To Cash was built for that moment.
More info here