When I launched Free Agent CFO™ the first person I had in mind was the rookie. Rookies will probably get more out of the Free Agent CFO™ than any other group here. Plus, I enjoy mentoring and coaching new CFOs in this business.

But the second person I had in mind? Prospects. That’s because it took me more than five years to determine if this type of work was for me. How I wish I would have had a resource like this one as I was trying to figure out my next steps.

I know the questions you need to ask. I know when financial professionals should get into this business and when to stay put.

My first counsel to prospects is to encourage them to keep working in a W-2 position as I try to talk them out of it. That’s because when you’re marketing, you’re not working. When you are working you are not marketing. Additionally, you are in charge of marketing, sales, operations, and administration. It’s a lot of work, and the first couple of years can be stressful.

Are you still wanting to become a Free Agent CFO™?

Next Steps

Until I roll out the Free Agent CFO™ playbook, keep reading the blog. I also encourage you to subscribe to the newsletter to stay on top of new product offerings as they come out.

For now, I wish you the best as you contemplate a career as a Free Agent CFO™.