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The Softskills Needed to be a Great CFO Advisor
Manage episode 467205061 series 3472847
Content provided by Adam Lean. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Lean or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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!
Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Learn More About The CFO Project:
https://thecfoproject.com/
78 episodes
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Manage episode 467205061 series 3472847
Content provided by Adam Lean. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Lean or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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!
Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Learn More About The CFO Project:
https://thecfoproject.com/
78 episodes
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Similar to The CFO Project
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
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…
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…
continue reading
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…
continue reading
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…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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continue reading
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