I sat down with Ryan Walter in this episode. He was the Founder and CEO of Parrels Advisory focused on helping businesses and nonprofits achieve 'what's next.' The organization equipped leaders to root out roadblocks that stall progress, navigate make-or-break decisions, and build results through delivery. Before his role at Parrels Advisory, Ryan served as General Manager for Moven, a fin-tech customer engagement and wellness platform solution, where he created the B2B line of business and led product management, business development, technology planning, and service delivery. He is also the host of the Accelerate to Achieve podcast, which offers business owners and executives action-packed, practical advice on how to move from questions to answers and ideas to execution.

Highlights

• Ryan's previous role and experience with helping organizations execute their strategies and business transformations
• The importance of budgets being tied with the plans and goals of the business
• Understanding business markets and adapting business models to suit different markets for growth
• The high cost of losing a client compared to retaining one
• Importance of adjusting business strategies according to performance and changing circumstances
• Encouragement for those who might not feel ready for a CFO yet but want to learn more about managing their finances and growing their business
• The value of setting goals and understanding the elements of your business that can move the needle forward is emphasized

Links and Resources from this Episode

• https://www.practicalwealthadvisors.com
• https://www.practicalwealthsolutions.net/
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• Connect with Ryan Walter
• www.procfopartners.com
• https://www.linkedin.com/in/ryanfwalter/
• Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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