I never argue with clients unless of course, it’s about baseball, plus I have to know I’m right beforehand. Yes, it’s a given we’re not in the business of verbally sparring with our clients. There is one time I want to–I mean really want to. But I never do. I just bite my tongue and…
Do you enjoy working with sales teams? I enjoy it so much that I could see myself being a CRO (Chief Revenue Officer) or VP of Sales for a larger organization. Most CEOs probably do not realize the mindset of a CFO is similar to a CRO. Both are strategic. They are both systems oriented. They are problem solvers,…
Who doesn’t love a great story? I like the kind where I identify with one of the central characters–one where we share similar points of view. As a consultant, there’s a story I tell over and over again to my favorite clients. I share it for multiple reasons. First, it’s a great story. It’s a…
Accountants, Analysts, CFOs, FP&A professionals. We’re helpless. We can’t write, can we? But there is good news. Writing is a cognitive ability. While good writing is an artful masterpiece, it’s the science of writing that can make or break this masterpiece. Accordingly, you too can be a writer. Forewarning. I’m not a writer. I’m just…
You know the routine well. CEO has problem. CEO reaches out to CFO. CEO asks CFO to solve problem. CEO hires CFO. But that’s not where we really excel, is it? There’s a fifth item on the list–CFO finds problems along the way. Before we move on, this discussion is not for experienced consultants. Go back…
Edward Hess in his outstanding book Learn or Die reminded us of several sobering facts about businesses burning on fumes: The average tenure on the S&P 500 was 30 years in 1980. Today, it’s 18 years and declining. The past decade, half the S&P 500 was replaced. The average tenure of the Fortune 500 CEO…
I’ve been working with business owners and founders since 2001. I started helping these entrepreneurs first as an outsourced controller and then as an as-needed CFO. Along the way, I noticed the climb every entrepreneur is scaling with no exception. Some started, then gave up. Others made some progress, and then they stopped. Several are still…
If you are thinking about starting a CFO practice, does the thought of selling scare you? Perhaps you are a veteran fractional or part-time CFO and still hitting some speed bumps during your sales conversations. Would you believe an introvert from rural Missouri who abhors being in large groups and attending networking events loves to sell?…
Just what the doctor ordered, another index, another number allowing us to scale large mountains and to go where no professional has gone before. Perhaps you know your number or maybe it’s new to you. In either case, I’ll explain how to obtain your LinkedIn Social Selling Index (SSI) and how to get the most out…
How do I describe the dynamic duo behind The Soul of Enterprise Podcast, Ron Baker and Ed Kless? If only I could borrow their vocabulary as I find the appropriate words to describe their intellectual brilliance. Since I can’t, I’ll just say these guys make me think. I can show you my Evernote and Moleskine…
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