The point of a business is to make a profit, but what do we do when financial goals and strategies start to get complicated? The answer: we build a financial team. In this episode, Brandy is joined by Carla Titus, fractional CFO and Founder of Wealth & Worth Within, to dive into the details of why your financial team and strategy are key to your practice’s success. We cover all things money, from the importance of a basic budget to hiring a CFO for long-term planning.

 

With 17 years of experience in corporate financial strategy, Carla Titus is just the person you need when your practice needs a plan. As the CEO and Founder of Wealth & Worth Within, Carla and her team help companies map out their financial goals from the basics of bookkeeping all the way to long-term financial strategies like hiring, expansion, profit-sharing, and more.

 

Connect with Carla and Wealth & Worth Within:

• Website

• LinkedIn

• Instagram

• Subscribe to their Newsletter

 

Some key takeaways from this episode include:

• A peek into why money is hard for so many of us to manage and digest

• What it really looks like to correct your financial mistakes

• How to infuse intention into all of your financial planning

• The secret to realistically leveraging goals and metrics

• What Carla really thinks about “Profit First” (and why it might be time to graduate from it)

• What co-pilots and your financial team should have in common

• The behind the scenes of a CFO’s role and why you need one

• Carla’s unexpected perspective on accountability and team turnover

• What you can do right now to prepare for 2025

 

It's time to take back your practice and own your CEO status. On the CEO Conversations™ podcast, we will cover the business side of your practice with actionable takeaways for you to implement in your practice. We will discuss: marketing, team building & leading, finances, operations & systems, YOU and everything in between. 

 

Connect with Brandy:

• Brandy Mabra on IG

• Private Practice CEO IG

• Website

• Apply for the Private Practice CEO™ Program