As more and more CPAs make the shift to Advisory services, one question that comes up is how do I run meetings, what’s the agenda, what am I showing my clients, what are we talking about?

Meetings of course are great opportunities to add value for your clients and increase their clarity and help them better understand what’s happening and what decisions to make.

Here today to talk with me about how to hold great CFO meetings is my guest, Mark Gandy.

Mark has been working as a part-time CFO for more than 20 years, and he's made every mistake in the book and he knows exactly how to run a fractional CFO meeting.

HIGHLIGHTS:

— “How do we hold effective meetings when we make this shift to advisory? It depends on where you are in the relationship.”

— “During meetings, we don't always hit the financials head on that much because usually, the issues are either marketing-related, sales-related, or operations-related.”

— “The 10-30-60 rule is essentially 10% of any change is going to be all about the data or the numbers, the 30% is all about the new process, and the 60% is all about behavior.”

— “Most of the issues I deal with CEOs are behavioral issues — getting people engaged, getting people excited.”

— “Great CFOs should be able to run a business. That means they need to understand marketing, sales, and operations.”

— “What's keeping businesses from moving the needle? It's usually people issues, not necessarily process or data.”

Connect with Mark:

Website: https://g3cfo.com/

LinkedIn: https://www.linkedin.com/in/markagandy/

Software mentions:

Tableau https://www.tableau.com/

Qualtrics https://www.qualtrics.com/

Want to find out what options you might have for working together?

More about 1:1 coaching, roadmaps, and DIY courses here:

https://shethinksbigcoaching.com/coaching-options

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