The CFO Report 160. What Services Fractional CFOs Should Offer in 2025
Apr 15, 2025
Discover the secrets behind effective client onboarding for fractional CFOs and how a standardized scope of work can build lasting relationships. Learn about the essential services they provide, particularly the significance of regular communication and structured reports. The discussion emphasizes balancing support and information, ensuring clients feel valued without drowning in data. Get ready for insights that can elevate your financial consulting game and strengthen client loyalty!
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Onboarding Is Like a First Date
- Onboarding a new client is like a first date with two possible outcomes, one bad and one excellent.
- A great onboarding experience builds trust and sets a strong foundation for a long client relationship.
Key Steps in Client Onboarding
- Start onboarding by assessing the client's financial health and understanding their business model and goals.
- Build trust and establish good communication early to deliver value faster and keep clients longer.
Try In-Person Onboarding
- Consider offering in-person onboarding to build relationships and trust faster.
- In-person meetings enhance engagement and accelerate delivering value compared to purely virtual onboarding.