DON'T MAKE THESE MISTAKES!! Top 3 Mistakes to Avoid When Selling CFO Advisory Services

DON'T MAKE THESE MISTAKES!! | Top 3 Mistakes to Avoid When Selling CFO Advisory Services

Thinking about offering CFO Advisory services as an accountant, bookkeeper, or tax pro?
Great news—the demand is real. Business owners are actively looking for someone they trust to help them grow and succeed. But here’s the problem: most financial professionals unknowingly make three critical mistakes that prevent them from landing high-paying CFO advisory clients.

In this video, Adam Lean from The CFO Project reveals the top 3 mistakes to avoid when trying to get CFO clients—and what to do instead. You’ll learn why you shouldn’t “sell” your service (and what to do instead), how to clearly explain your value without confusing prospects, and how focusing on the future (not the past) will make you more valuable and profitable.

If you want business owners begging you to become their CFO adviser—and saying “yes” before you even finish your proposal—this is a must-watch.

00:00-01:10 - Intro
01:11-02:03 - Mistake 1
02:04-03:11 - Mistake 2
03:12-04:43 - Mistake 3

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At The CFO Project, we help financial professionals like you master the skills that truly matter—guiding business owners to generate consistent positive cash flow and grow their businesses. If you’re ready to stop doubting yourself and start making an impact, check out our free trainings and resources at TheCFOProject.com. And if you want hands-on mentorship, explore our Done-With-You program. Hit subscribe and turn on notifications so you don’t miss future videos, and let’s help more businesses succeed together!

And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo...

Learn More About The CFO Project:
https://thecfoproject.com/

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