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!