HiddenLevers Mastermind – HiddenLevers Helps You Model Cash Flows


HiddenLevers provides you with risk management, client presentation, and now retirement analysis. With our newest feature, Cash Flow Analysis, we created a new way to present potential risks of your prospect + client’s financial plans.

Check out the replay of this month’s Mastermind as David + Jeff walk through:

1. Why we decided to marry Stress Testing + Cash Flows
2. Demonstrate how portfolios will perform through life’s ups + downs
3. How to best use our Cash Flow feature to present to clients + prospects

You can also join our LinkedIn Group if you’d like to watch previous Mastermind Sessions!

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