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Latest Posts

June 02, 2023

047: 4 Non-Obvious Tips To Better Interviews

A big thank you to our sponsors who keep this blog free to the readers:

This week's blog is...

June 01, 2023

045: Lead Your Team to the Answers

A big thank you to our sponsors who keep this blog free to the readers:

This week's blog is...

May 28, 2023

046: A $500,000 Client Success Story (Here's How They Did It)

In December 2022, one of my firm's clients was able to pay out $500,000 in holiday bonuses to...

May 12, 2023

044: My Approach to Big Bets and Bold Moves

May 12, 2023
Read time: 3:42 minutes 

Have you ever taken a HUGE risk or made a big bet on...

May 05, 2023

043: 3 Tips To Drive Action

A big thank you to our sponsors who keep this blog free to the readers:

This week's blog is...

April 29, 2023

042: 5 Tips to Getting More Comfortable on Camera

One of the biggest obstacles I've tackled in life is getting comfortable on camera.

Video gave...

1 2 3 4 5 6 7 8
June 02, 2023

047: 4 Non-Obvious Tips To Better Interviews

A big thank you to our sponsors who keep this blog free to the readers:

This week's blog is...

June 01, 2023

045: Lead Your Team to the Answers

A big thank you to our sponsors who keep this blog free to the readers:

This week's blog is...

May 28, 2023

046: A $500,000 Client Success Story (Here's How They Did It)

In December 2022, one of my firm's clients was able to pay out $500,000 in holiday bonuses to...

May 12, 2023

044: My Approach to Big Bets and Bold Moves

May 12, 2023
Read time: 3:42 minutes 

Have you ever taken a HUGE risk or made a big bet on...

May 05, 2023

043: 3 Tips To Drive Action

A big thank you to our sponsors who keep this blog free to the readers:

This week's blog is...

April 29, 2023

042: 5 Tips to Getting More Comfortable on Camera

One of the biggest obstacles I've tackled in life is getting comfortable on camera.

Video gave...

April 21, 2023

041: Should Your Firm Niche?

A big thank you to our sponsors who keep this blog free to the readers:

This week's blog is...

April 14, 2023

040: 3 Hacks To Unlock Time For Business Development

April 14, 2023
Read time: 2:47 minutes 

To grow your fractional CFO firm, you have to invest...

April 07, 2023

039: 3 Essentials For Your Firm

A big thank you to our sponsors who keep this blog free to the readers:

This week's blog is...

March 31, 2023

038: The Art of a Successful CFO Client Journey: Debunking the All-or-Nothing Myth

A big thank you to our sponsors who keep this blog free to the readers:

This week's blog is...

March 24, 2023

037: Client Onboarding Case Study

March 24, 2023
Read time: 4:23 minutes 

A few months ago, my firm onboarded a new client....

March 17, 2023

036: Save Dozens of Hours with THIS Checklist

March 17, 2023
Read time: 3:29 minutes 

Today, I'm going to share my firm's checklist...

March 10, 2023

035: Kill the Follow Up Emails. Do THIS Instead.

March 10, 2023
Read time: 4:45 minutes 

I have lost a ton of business because I sent crappy...

March 03, 2023

034: Unlock More Fulfillment From Your Firm

March 3, 2023
Read time: 3:47 minutes 

Unlock More Fulfillment From Your Firm

In this...

February 24, 2023

033: Always Be Closing

February 24, 2023
Read time: 3:32 minutes 

I was born to be good at sales.

You, my friend,...

February 17, 2023

032: $100k in Revenue in <4 Hours per Week

February 17, 2023
Read time: 3:10 minutes 

$100k in Revenue in <4 Hours per Week

In...

January 27, 2023

031: Sell Them What They Want. (But Give Them These 3 Things as Well)

January 27, 2023
Read time: 4:39 minutes 

In this edition, I'm going to share 3 non-obvious...

January 20, 2023

030: Overcoming Objections on Sales Calls

January 20, 2023
Read time: 4:46 minutes

In order to close fractional CFO clients, you're going to...

January 13, 2023

029: My 2023 Marketing Strategy

January 13, 2023
Read time: 4:23 minutes

 Every fractional CFO I coach wants to increase...

January 06, 2023

028: 7 BIG CFO Takeaways from 2022

January 6, 2023
Read time: 4:07 minutes

I spent 200 hours coaching CFO firm owners in 2022.

Today,...

December 02, 2022

027: 6 Prerequisites Before Adding a New CFO To Your Team

December 2, 2022
Read time: 2:47 minutes

I did a horrible job of hiring the first fractional CFO...

November 25, 2022

026: You Probably Under Appreciate This

November 25, 2022
Read time: 2:01 minutes

Most of us in the United States celebrated Thanksgiving...

November 18, 2022

025: 5 Tactics To Get CFO Clients To Show Up & Stay Engaged

November 18, 2022
Read time: 4:48 minutes 

Today I'm going to explain 5 tactics my firm uses...

November 11, 2022

024: My (UNFAIR) Secret Sales Strategy

November 11, 2022
Read time: 4:12 minutes 

Today, I'm going to share my #1 sales secret that...

November 04, 2022

023: How to Hand Off Clients to Your First CFO

November 4, 2022
Read time: 3:54 minutes

Two years ago, I nearly lost over $100,000 in revenue when...

October 28, 2022

022: How To Get The Most From In-Person Team Meetings

October 28, 2022
Read time: 4.43 minutes

Today, I'm going to share my process for holding...

October 21, 2022

021: 4 Strategies To Get Leads After Speaking

October 21, 2022
Read time: 4.12 minutes

Today I'm going to explain how I get leads after I speak...

October 14, 2022

020: The 4 Places I Find CFO Leads

October 14, 2022
Read time: 4 minutes

In this edition, I'm going to explain how I find leads for...

October 07, 2022

019: Scaling a CFO firm from $200k to $1MM

October 7, 2022
Read time: 5 minutes

Scaling a CFO firm from $200k to $1MM is a very different...

September 30, 2022

018: The 6 Things You Need To Hit $200k In Revenue

September 30, 2022
Read time: 4.992 minutes

In order to start and scale a fractional CFO firm to...

September 23, 2022

017: A Better Way to Price CFO Services

In this edition, I'm going to give you a new way of thinking about how to price your CFO...

September 16, 2022

016: Unlock Hidden Profits With These 5 Procedures

In order to scale your advisory firm in 2023, you're going to need to document a handful of...

September 09, 2022

015: Bored With Your Firm? Try This!

Today, I'm going explain why firm owners get bored with their firms and what to do about it.

...

September 02, 2022

014: 4 Non-Obvious Considerations To A Better Niche

In this edition, I'm going to explain 4 non-obvious considerations when niching down.

We've all...

August 26, 2022

013: 4 Personal Goals You MUST Set To Avoid Business Burnout

In 2018, I burned out because my CFO firm completely owned me.

• I was working 60+ hours a...

August 19, 2022

#012: 3 Tips to Make 6 Figures on UpWork

August 19, 2022
Read time: 4.92 minutes

Today, I'm going to share 3 Pro Tips to...

August 12, 2022

#011: Unlock The Human Action Model to Drive More Action

August 12, 2022
Read time: 5 minutes

Today I'm going to share a simple 3-part mental model that...

August 05, 2022

#010: 4 Best Practices to Better Check In Calls

August 5, 2022
Read time: 5 minutes

Today, I'm going to share 4 tips to have more effective check...

July 29, 2022

#009: 3 Steps to Becoming a Thought Leader

July 29, 2022
Read time: 4 minutes

Today, I'm going to explain how to start establishing yourself...

July 22, 2022

#008: Complex Reporting Loses Clients. Focus On This Instead.

July 22, 2022
Read time: 3 minutes

Want to charge higher prices as a fractional CFO? 

Then...

July 15, 2022

#007: Your Clients Depend On You To Deliver Bad News. Here's How To Do It.

July 15, 2022
Read time: 3.5 minutes

If you serve as a fractional CFO long enough, you will...

July 08, 2022

#006: 3 Tips Increase Confidence on Sales Calls

July 8, 2022
Read time: 4 minutes

Today, I'm going to share 3 tips that will help you gain more...

July 01, 2022

#005: 5 Pro Tips to Level Up Your New Client Onboarding Experience

July 1, 2022
Read time: 5 minutes

To have long, healthy CFO engagements, you've got to nail the...

June 24, 2022

#004: Price Discounts for Referrals and Testimonials Don't Work. Do This Instead.

June 24, 2022
Read time: 5 minutes

Most new firm owners have this conversation with themselves:

...

June 17, 2022

#003: One Surprising Change That Will Lead to More CFO Clients

Hey my friend! 

Welcome to The 5 Minute Fractional CFO.

Here's 1 actionable tip to help you...

June 10, 2022

#002: Challenge Your Clients to Keep Them Around 10x Longer

Hey my friend! 

Welcome to The 5 Minute Fractional CFO.

Here's 1 actionable tip to help you...

June 03, 2022

#001: 3 Steps to Start Offering CFO Services

Hey my friend! 

Welcome to The 5 Minute Fractional CFO.

Here's 1 actionable tip to help you...

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