Rachel and Marcus provide an in-depth look at the intricacies of CFO advisory meetings, using real-world examples from a marketing agency and a dental practice. Marcus breaks down the meeting structure, from initial connection to financial analysis and strategic planning, while emphasizing the importance of adapting to each client's unique needs. This episode offers valuable insights for financial professionals looking to enhance their advisory services and strengthen client relationships.
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://collective.cpa/
https://www.linkedin.com/company/dillonbusinessadvisors
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- (00:00) - Welcome to Who's Really The Boss
- (01:15) - Storytelling Focus and Client Meeting Agenda
- (02:07) - Client CFO Meetings and Their Structure
- (04:05) - Understanding Client Value and Budget Allocation
- (06:44) - Developing Meeting Agendas and Client Interactions
- (09:24) - Monthly and Quarterly Client Meetings
- (14:10) - Case Study: Marketing Agency Client
- (25:08) - Recommendations
- (27:29) - Action Steps
- (32:35) - Insights from a Dental Client
- (35:09) - Quarterly Client Touchpoints
- (37:20) - Action Plans and Financial Analysis
- (51:04) - Advisory Meetings for New Clients
- (56:14) - Final Thoughts
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