The Elite Financial Advisor Podcast With Sten Morgan 137 Hurley Fox: Outsourced CFO - Financial literacy will help you get more planning clients
In this podcast episode, Sten talks with Hurley Fox, the owner of Fox & Partners, to explore the critical role of outsourced CFO services for small to midsize businesses.
Hurley shares his journey from construction management to identifying a gap in financial services for business owners.
The discussion emphasizes the importance of financial literacy, understanding the connection between personal and business finances, and the need for collaboration among financial professionals.
This episode is packed with actionable insights and practical advice for financial advisors looking to better serve their business owner clients. Whether you're a seasoned advisor or just starting, Hurley's expertise will provide you with valuable tools to enhance your practice.
Tune in to the full episode to dive deeper into these topics and discover how you can make a significant impact on your clients' financial health.
Resources:
Click here to read some of Fox & Partner’s case studies and other writings.