Cash Flow Advisor Certification Program
Help your clients future-proof their business by focusing on cash flow.
What You Get from the Program
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Clarity
- Create your client’s future with the “Cash Clarity Mindset”
- Find opportunities for your clients while mapping their cash flow
- Think about cash flow like an expert, using unconventional wisdom
- Learn the keys to finding advisory clients in your current client base
- Use included sample agreements, scope of work, and pricing models
- Know what to say to financial professionals to get immediate referrals
- Use 176 strategies and tactics with any client immediately
- Learn through case studies during the weekly group mastermind
- Get answers when you need them: Call me. Email me. Text me.
Maximize Client Cash Flow
Are you looking for ways to...
- Help your clients improve their business?
- Differentiate your practice and avoid pricing pressure?
- Earn $5,000—$50,000 per month in advisory fees?
Do you have clients who...
- Struggle to make payroll or pay vendors on time?
- Are drowning in high-interest debt?
- Have high levels of past due accounts receivables?
- Can't sleep because of business challenges?
Your clients are looking for help to improve their business financials so they can focus on growth. Cash flow advisory services will give them:
- Visibility: Insight into future cash balances, including shortfalls
- Time: The ability to make adjustments and prevent a cash crisis
- Return:A strong return on their investment into your services
- Peace of Mind: a better night's sleep
Differentiate yourself from other financial professionals
Help your clients thrive
Create a new revenue stream from your current clients
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