The Bucket Plan® On-Demand Series

The Bucket Plan® On-Demand Series

The Cash Flow Analyzer Applied

February 01, 2018

Break free from “growth at all costs” and make 2018 the year you shift your focus and efforts to what really matters—your net profitability! Take control of your business rather than being trapped in a cycle of production to keep up with your marketing and administrative costs.

On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a practice spotlight featuring Brian Bibbo, AIF®. Together they discuss their candid, first-hand experiences with implementing The Cash Flow Analyzer process in their advisory practice to create a more profitable business, including how to get staff buy-in to:

  • Maximize revenue and minimize expenses

  • Statistically analyze cash flow to run a profitable business

  • Evaluate the rate of return on your marketing expenses

  • And more

If you have questions or feedback regarding the application of The Cash Flow Analyzer in your financial practice, call Clarity 2 Prosperity at (888) 240-1923 or visit today!


For financial professional use only. Not for use with the general public