How to Find Hidden Money for Your Clients

$100 bills behind a curled pageData will lead you to opportunities if you know how to use it.

By Michelle Long and Sandi Leyva

We’re talking about using dashboards to make more money with Mike Milan, the senior vice president of Finagraph.

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Mike Milan:

How do I use this dashboard to talk to an individual? Every business may be a little different but you can always start from the same template and then add in or take away.