Only Fee-Only

#101 - Simon Granner on Building a Personal CFO Network for Entrepreneurs


Listen Later

In our 101st episode, we sit down with Simon Granner, founder of PCFO, to explore his journey from his early days to building a network of personal CFOs that help entrepreneurs manage their finances. Simon shares how PCFO supports business owners at every stage, offering the same strategic support a corporate CFO would provide.

We dive into exit and entry planning, growth strategies, and how Simon’s team delivers clear, client-first financial advice. He also talks about the importance of honest branding and collaboration in building strong client relationships.


Social:

https://www.linkedin.com/in/simongranner/

X: @SimonGranner

Music in this episode was obtained from Bensound.

...more
View all episodesView all episodes
Download on the App Store

Only Fee-OnlyBy Broc Buckles and Peter Ciravolo

  • 5
  • 5
  • 5
  • 5
  • 5

5

15 ratings


More shows like Only Fee-Only

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,096 Listeners

Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

548 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,994 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

457 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, Mark McGrath, and Dan Bortolotti

The Rational Reminder Podcast

420 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

558 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,033 Listeners

The Long View by Morningstar

The Long View

847 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

229 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

764 Listeners

Ask The Compound by The Compound

Ask The Compound

297 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

35 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

691 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

944 Listeners