The CFO Project

Selling CFO Advisory Services


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In this episode of The CFO Project Podcast, host Adam Lean sits down with Tom Griffiths, a fellow CFO and founder of Synergy CFO Solutions, to discuss how accountants and finance professionals can effectively sell CFO advisory services.

Tom shares insights on changing the mindset around sales, uncovering a prospect's true needs, and handling objections productively. He emphasizes the importance of understanding the prospect's goals and positioning the CFO services as a solution to their problems, rather than just listing out a set of services. Listeners will learn practical techniques for having more meaningful sales conversations and increasing their chances of winning new clients for their advisory practices.

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Learn More About The CFO Project:
https://thecfoproject.com/

Learn More About Tom Griffiths
https://synergycfosolutions.co/

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The CFO ProjectBy Adam Lean

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