Cash Flow Mike dives into the two standalone tools inside the Clear Path to Cash app that help advisors solve problems fast, without creating a client or uploading data.

You’ll learn how the Mini P&L answers pricing, cost, hiring, and profitability questions instantly, and how the Process Optimizer exposes workflow bottlenecks using templates, timelines, and built-in AI analysis.

If you want faster insights, stronger conversations, and tools that make you the advisor clients trust first, this episode is for you.

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