Rachel and Marcus provide an in-depth look at the intricacies of CFO advisory meetings, using real-world examples from a marketing agency and a dental practice. Marcus breaks down the meeting structure, from initial connection to financial analysis and strategic planning, while emphasizing the importance of adapting to each client's unique needs. This episode offers valuable insights for financial professionals looking to enhance their advisory services and strengthen client relationships.

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://collective.cpa/
https://www.linkedin.com/company/dillonbusinessadvisors

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• (00:00) - Welcome to Who's Really The Boss