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Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran

Financial Advisor Success

CHAPTER

Bringing on a CFO

I knew I wanted to just get a deeper dive into our numbers, into our business, our process. And so that's how this actually started was at first. So we were provided with a CFO who has been wonderful in helping me understand everything a little bit better With our numbers and everything that is data driven. But where that, where the struggle in that CFO is and working with outside consultants is they identify what the issue is or they identify where the problem is, but the part that is lacking is who implements it. That’s why I decided to bring Ray on to help me implement everything because the CFO couldn't do that part.

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