Adam Lean

Guest Adam Lean, CEO of The CFO Project, shares insights on selling advisory services in the accounting industry. Topics include engaging clients through meaningful conversations, the importance of CFO advisory services for firm growth, and navigating cash flow challenges. Strategies for showcasing value, understanding client emotions, and overcoming psychological sales barriers are also discussed.

Adam Lean, an expert in business advisory services, shares insights on setting fees, communicating value, and building trust with clients. Topics include ideal client sizes, understanding client resistance, defining CFO services, aligning with client goals, and transitioning to a business advisor.