https://www.youtube.com/watch?v=H4pb1S_bdgE

https://open.spotify.com/episode/4QIAi3e2eHEp57xjU474IH

In today’s competitive financial services landscape, simply offering “fractional CFO” services is no longer enough to stand out or win business. In this episode, James Donovan, Founder of Nine Two Media, joins host Kevin Appleby to challenge the conventional approach to selling CFO services. The conversation opens by emphasizing that business owners rarely seek out a “fractional CFO” by name; instead, they are looking for solutions to pressing problems—especially those that keep them up at night, like cash flow and financial clarity.

Donovan shares insights from his experience helping accounting firms and CFOs shift their marketing from generic service offerings to problem-solving, value-driven messaging. He explains why focusing on the client’s pain points, leveraging digital marketing channels like LinkedIn and Facebook, and building authority through content and podcasting are essential for growth. The episode offers actionable strategies for finance professionals to reposition themselves as indispensable advisors, not just another service provider.

Key topics covered:

Business owners buy solutions to problems, not “fractional CFO” services
Effective marketing focuses on client pain points, not credentials or titles
LinkedIn and Facebook are key channels for building authority and generating leads
Relying solely on referrals is not a sustainable marketing strategy
Podcasting and content creation help establish credibility and reach new audiences
Case studies and client success stories are powerful tools for differentiation

Links

James Donovan on LinkedIn
Kevin Appleby on LinkedIn
GrowCFO Mentoring

Timestamps

0:05:00 Trends in the fractional CFO market and the shift toward advisory roles
0:07:55 Why selling “fractional CFO” services misses the mark—focus on solving business problems
0:11:16 Digital marketing strategies: LinkedIn and Facebook for lead generation
0:17:15 The role of websites and content in attracting clients
0:22:07 The need for proactive marketing and moving beyond referrals
0:24:03 Podcasting as a tool for authority and business development

Find out more about GrowCFO

If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode.

GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here.

You can find out more and join today at growcfo.net

Bloomberg Surveillance TV: October 30th, 2025

Bloomberg Surveillance

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