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On the Edge hosted by Botkeeper

The Future of the Profession

Join Adam Lean, CEO, The CFO Project as he joins On the Edge guest host Gaynor Meilke, MS, CBC, CTC, Chief Opportunity Officer of Charisma Inc. to talk about how to double your firm's revenue through advisory services.

Adam and Gaynor's conversation will cover:

• The number of advisory clients you'll need to double your firm's revenue

• How to price for advisory services

• How to define CFO and advisory services

• What business owners really want from their advisor

• The three types of CFO/Advisory firms

• The three systems you'll need to add a CFO/Advisory service to your firm

Join the conversation!

Date: Wed, Jan. 22, 2025
Time: 12:00 - 12:30 PM ET