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February 18, 2025 30 mins

In this episode of the CFO Project Podcast, we dive into the essential soft skills every CFO advisor needs to succeed. While technical expertise like forecasting and budgeting are crucial, soft skills like empathy, resourcefulness, and active listening are what truly set top advisors apart. Jeff Prager, co-founder of the CFO Project, joins the conversation to discuss how these skills help CFO advisors better understand their clients, build trust, and provide real value to small business owners.

We explore how curiosity, conviction, and a drive to constantly improve are key to helping clients achieve their business goals. CFO advisors who can relate to business owners, see challenges from their perspective, and provide insightful guidance are far more valuable than those who simply crunch numbers. If you’re looking to strengthen your role as a trusted advisor, this episode is packed with insights to help you stand out. Don't forget to sign up for our free weekly newsletter at TheCFOProject.com/newsletter for more tips!


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